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RIA / WealthAdvisorCertified Financial Planner18 years in industry

THOMAS PETER MCDONNELL

Advisor at MERIT FINANCIAL ADVISORS

ALPHARETTA, GA | BOTHELL, WA

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Search this name across graphsid dfx:ria:ff44c7de-7c09-309d-a9e5-20f73473d6f2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Feb 5, 2008 to Sep 15, 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: Feb 4, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Feb 4, 2008
First registration: Feb 5, 2008
Dual registered: no
Other names: THOMAS P MCDONNELL|THOMAS P MCDONNELL
IAPD individual key: 5424182

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	Sep 3, 2026	n/a	yes	BOTHELL, WA\|ALPHARETTA, GA	Current employment
Lido	Independent wealth	Jan 31, 2024	Sep 2, 2026	no	LOS ANGELES, CA\|SEATTLE, WA\|Bellevue, WA	Previous registration
MORGAN STANLEY	Wirehouse	Jan 4, 2023	Aug 15, 2023	no	PURCHASE, NY\|Kirkland, WA	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	May 14, 2013	Aug 15, 2023	no	ARLINGTON, VA\|SEATTLE, WA\|Kirkland, WA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Feb 3, 2011	Apr 30, 2013	no	BELLEVUE, WA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Feb 5, 2008	Feb 11, 2009	no	BELLEVUE, WA	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
Lido	MERIT FINANCIAL ADVISORS	Sep 2, 2026	Sep 3, 2026	1	Firm change	RIA to ibd
E*TRADE CAPITAL MANAGEMENT, LLC	MORGAN STANLEY	Aug 15, 2023	Jan 4, 2023	-223	Channel change	RIA to wirehouse
MORGAN STANLEY	Lido	Aug 15, 2023	Jan 31, 2024	169	Firm change	Wirehouse to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	E*TRADE CAPITAL MANAGEMENT, LLC	Apr 30, 2013	May 14, 2013	14	Firm change	Other

Relationships

Registered with (5)

→ MERIT FINANCIAL ADVISORSRegistered adviserregistration: current employment
Sep 3, 2026 to presentfactForm ADV
→ LIDORegistered adviserregistration: previous registration
Jan 31, 2024 to Sep 2, 2026factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jan 4, 2023 to Aug 15, 2023factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 14, 2013 to Aug 15, 2023factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Feb 3, 2011 to Apr 30, 2013factForm ADV

Dated events

Occurred
Sep 2, 2026
Advisor changed firm
Thomas Peter Mcdonnell left Lido for Merit Financial Advisors (registered 2026-09-03)
Form ADVobserved 5 days ago
Occurred
Aug 15, 2023
Advisor changed firm
Thomas Peter Mcdonnell left Morgan Stanley for Lido (registered 2024-01-31)
Form ADVobserved 5 days ago