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Advisor at MERIT FINANCIAL ADVISORS
Newtown, PA | ALPHARETTA, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MERIT FINANCIAL ADVISORS | Bd affiliated wealth | Feb 6, 2026 | n/a | yes | ALPHARETTA, GA|Newtown, PA | Current employment |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Nov 1, 2019 | Feb 9, 2026 | no | WALTHAM, MA|Ivyland, PA|Newtown, PA | Previous registration |
| AVANTAX ADVISORY SERVICES | Former SEC adviser | Jun 14, 2000 | Nov 8, 2019 | no | IVYLAND, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | MERIT FINANCIAL ADVISORS | Feb 9, 2026 | Feb 6, 2026 | -3 | Firm change | Ibd to RIA |
| AVANTAX ADVISORY SERVICES | COMMONWEALTH FINANCIAL NETWORK | Nov 8, 2019 | Nov 1, 2019 | -7 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8032:142457:PA:2026-02-09 | Feb 9, 2026 | Feb 6, 2026 | NEWTOWN, PA | Firm change |