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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)26 years in industry

JAMES PRESTON BYERS

Advisor at MERIT FINANCIAL ADVISORS

Alpharetta, GA | ALPHARETTA, GA

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Search this name across graphsid dfx:ria:f4e51a13-0245-d6a9-b738-03976918a78b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 22, 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 5, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Sep 5, 2000
First registration: Apr 22, 2003
Dual registered: yes, broker-dealer
IAPD individual key: 4497640

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	Dec 1, 2023	n/a	yes	Alpharetta, GA\|ALPHARETTA, GA	Current employment
CLEARBRIDGE WEALTH MANAGEMENT, INC	Former SEC adviser	Oct 18, 2013	Dec 4, 2023	no	ATLANTA, GA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Mar 7, 2007	Oct 28, 2015	no	ATLANTA, GA\|FORT MILL, SC\|ATLANTA, GA	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	Nov 2, 2004	Mar 8, 2007	no	ATLANTA, GA\|Atlanta, GA	Previous registration
CPC ADVISORS, LLC	Independent wealth	Apr 22, 2003	Mar 9, 2007	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
CLEARBRIDGE WEALTH MANAGEMENT, INC	MERIT FINANCIAL ADVISORS	Dec 4, 2023	Dec 1, 2023	-3	Firm change	RIA to RIA
LPL FINANCIAL LLC	CLEARBRIDGE WEALTH MANAGEMENT, INC	Oct 28, 2015	Oct 18, 2013	-740	Firm change after gap	Other
CPC ADVISORS, LLC	RAYMOND JAMES FINANCIAL SERVICES, INC.	Mar 9, 2007	Nov 2, 2004	-857	Firm change after gap	Other
RAYMOND JAMES FINANCIAL SERVICES, INC.	LPL FINANCIAL LLC	Mar 8, 2007	Mar 7, 2007	-1	Firm change	Other

Relationships

Registered with (5)

→ MERIT FINANCIAL ADVISORSRegistered adviserregistration: current employment
Dec 1, 2023 to presentfactForm ADV
→ CLEARBRIDGE WEALTH MANAGEMENT, INCRegistered adviserregistration: previous registration
Oct 18, 2013 to Dec 4, 2023factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Mar 7, 2007 to Oct 28, 2015factForm ADV
→ CPC ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 22, 2003 to Mar 9, 2007factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Nov 2, 2004 to Mar 8, 2007factForm ADV

Dated events

Occurred
Dec 4, 2023
Advisor changed firm
James Preston Byers left Clearbridge Wealth Management, Inc for Merit Financial Advisors (registered 2023-12-01)
Form ADVobserved 6 days ago