DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Scott Portlock

Merit Financial AdvisorsBD affiliatedSan Antonio, Tx dual registrantIAPD 2639917

Certified Financial Planner

Feed of 09/14/2026

Also filed as Scott A Portlock

At current firm

1 y

since Aug 15, 2025

In the industry

30 y

since Oct 6, 1995 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Merit Financial Advisors BD affiliated current
since Aug 15, 2025 · Alpharetta, Ga
Global Wealth Advisors unclassified
Jun 4, 2024 to Jan 2, 2026 · San Antonio, Tx
Commonwealth Financial Network national BD
Jan 23, 2012 to Aug 20, 2025 · San Antonio, Tx
Macro Consulting Group former
Mar 9, 2011 to Jan 26, 2012 · Parsippany, Nj
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Nov 17, 2008 to Jan 21, 2011 · New York, Ny
Summit Financial Resources Inc former
Jul 30, 2007 to Apr 23, 2008 · Parsippany, Nj
Summit Equities Inc former
Jul 30, 2007 to Apr 23, 2008 · Parsippany, Nj
Icici Investment Advisors unclassified
Jul 31, 2006 to Apr 20, 2007 · Princeton, Nj

Moves

a registration end followed by a registration begin elsewhere

Global Wealth Advisors to Merit Financial Advisors
left Jan 2, 2026, registered Aug 15, 2025 (-140 days) · Other · moved with a team
Commonwealth Financial Network to Global Wealth Advisors
left Aug 20, 2025, registered Jun 4, 2024 (-442 days) · Other · moved with a team
Macro Consulting Group to Commonwealth Financial Network
left Jan 26, 2012, registered Jan 23, 2012 (-3 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Macro Consulting Group
left Jan 21, 2011, registered Mar 9, 2011 (47 days) · Other
Summit Equities Inc to Summit Financial Resources Inc
left Apr 23, 2008, registered Jul 30, 2007 (-268 days) · Other
Summit Financial Resources Inc to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Apr 23, 2008, registered Nov 17, 2008 (208 days) · Other
Icici Investment Advisors to Summit Equities Inc
left Apr 20, 2007, registered Jul 30, 2007 (101 days) · Other

Signals

Scott Portlock left Global Wealth Advisors for Merit Financial Advisors (registered 2025-08-15)
Jan 2, 2026 · Advisor changed firm · fact
Scott Portlock left Commonwealth Financial Network for Global Wealth Advisors (registered 2024-06-04)
Aug 20, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 30derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address