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Advisor at MERIT FINANCIAL ADVISORS
Spokane, WA | 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 | Mar 8, 2024 | n/a | yes | ALPHARETTA, GA|Spokane, WA | Current employment |
| MARINER ADVISOR NETWORK | Bd affiliated wealth | Jul 6, 2016 | Mar 8, 2024 | no | Spokane, WA|OVERLAND PARK, KS | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Sep 8, 2009 | Aug 16, 2024 | no | SPOKANE, WA | Previous registration |
| ASSOCIATED PLANNERS INVESTMENT ADVISORY INC | n/a | Dec 1, 2008 | Sep 30, 2009 | no | BOSTON, MA | Previous registration |
| ASSOCIATED SECURITIES CORP. | n/a | Dec 1, 2008 | Sep 8, 2009 | no | BOSTON, MA|SAN MATEO, CA|SPOKANE, WA | Previous registration |
| STRATEGIC WEALTH ADVISORS GROUP | Former SEC adviser | Jul 18, 2007 | Jul 6, 2016 | no | SPOKANE, WA | Previous registration |
| FFR ADVISORY LLC | Former SEC adviser | May 31, 2004 | Dec 31, 2010 | no | SEAL BEACH, CA|SPOKANE, WA | Previous registration |
| PRINCIPAL SECURITIES, INC. | Bd affiliated wealth | Feb 15, 2000 | Jan 7, 2003 | no | DES MOINES, IA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | MARINER ADVISOR NETWORK | Aug 16, 2024 | Jul 6, 2016 | -2,963 | Firm change after gap | Other |
| MARINER ADVISOR NETWORK | MERIT FINANCIAL ADVISORS | Mar 8, 2024 | Mar 8, 2024 | 0 | Firm change | Ibd to RIA |
| STRATEGIC WEALTH ADVISORS GROUP | ASSOCIATED SECURITIES CORP. | Jul 6, 2016 | Dec 1, 2008 | -2,774 | Firm change after gap | Other |
| FFR ADVISORY LLC | STRATEGIC WEALTH ADVISORS GROUP | Dec 31, 2010 | Jul 18, 2007 | -1,262 | Firm change after gap | Other |
| ASSOCIATED PLANNERS INVESTMENT ADVISORY INC | LPL FINANCIAL LLC | Sep 30, 2009 | Sep 8, 2009 | -22 | Firm change | Other |
| ASSOCIATED SECURITIES CORP. | ASSOCIATED PLANNERS INVESTMENT ADVISORY INC | Sep 8, 2009 | Dec 1, 2008 | -281 | Firm change after gap | Other |
| PRINCIPAL SECURITIES, INC. | FFR ADVISORY LLC | Jan 7, 2003 | May 31, 2004 | 510 | Firm change after gap | Other |