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RIA / WealthAdvisordual registered (broker-dealer)24 years in industry

BRIAN MARTIN

Advisor at MERIT FINANCIAL ADVISORS

ALPHARETTA, GA | Alpharetta, GA

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Search this name across graphsid dfx:ria:efd4a218-6594-37b0-d7d6-2ede67cb5acf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Mar 3, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MERIT FINANCIAL ADVISORS
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 11, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Exams: S66
First exam: Sep 11, 2002
First registration: Mar 3, 2003
Dual registered: yes, broker-dealer
Other names: BRIAN ERIC MARTIN
IAPD individual key: 3180641

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MERIT FINANCIAL ADVISORS	Bd affiliated wealth	Apr 30, 2018	n/a	yes	Alpharetta, GA\|ALPHARETTA, GA	Current employment
WELLS FARGO ADVISORS	Wirehouse	Mar 24, 2010	May 1, 2018	no	WOODSTOCK, GA\|ROSWELL, GA\|ATLANTA, GA\|ATLANTA, GA\|ALPHARETTA, GA\|ATLANTA, GA\|ALPHARETTA, GA\|ATLANTA, GA\|MILTON, GA\|ROSWELL, GA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Apr 14, 2010	no	Atlanta, GA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Mar 16, 2004	Jun 1, 2009	no	ATLANTA, GA\|ATLANTA, GA\|ATLANTA, GA\|ATLANTA, GA	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Jun 23, 2003	Feb 17, 2004	no	ATLANTA, GA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Mar 3, 2003	Jul 18, 2003	no	ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLS FARGO ADVISORS	MERIT FINANCIAL ADVISORS	May 1, 2018	Apr 30, 2018	-1	Firm change	Wirehouse to RIA
MORGAN STANLEY	WELLS FARGO ADVISORS	Apr 14, 2010	Mar 24, 2010	-21	Firm change	Wirehouse to wirehouse
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
A. G. EDWARDS & SONS, INC.	CITIGROUP GLOBAL MARKETS INC.	Feb 17, 2004	Mar 16, 2004	28	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	A. G. EDWARDS & SONS, INC.	Jul 18, 2003	Jun 23, 2003	-25	Firm change	Other

Relationships

Registered with (6)

→ MERIT FINANCIAL ADVISORSRegistered adviserregistration: current employment
Apr 30, 2018 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Mar 24, 2010 to May 1, 2018factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Apr 14, 2010factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Mar 16, 2004 to Jun 1, 2009factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Jun 23, 2003 to Feb 17, 2004factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Mar 3, 2003 to Jul 18, 2003factForm ADV

Dated events

No dated event names this entity yet.