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

Brian Martin

Merit Financial AdvisorsBD affiliatedAlpharetta, Ga dual registrantIAPD 3180641

Feed of 09/14/2026

Also filed as Brian Eric Martin

At current firm

8 y

since Apr 30, 2018

In the industry

24 y

since Sep 11, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

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 Apr 30, 2018 · Alpharetta, Ga
Wells Fargo Advisors wirehouse
Mar 24, 2010 to May 1, 2018 · Woodstock, Ga
Morgan Stanley wirehouse
Jun 1, 2009 to Apr 14, 2010 · Atlanta, Ga
Citigroup Global Markets Inc. BD affiliated
Mar 16, 2004 to Jun 1, 2009 · Atlanta, Ga
A. G. Edwards & Sons, Inc. unclassified
Jun 23, 2003 to Feb 17, 2004 · Atlanta, Ga
Ameriprise Financial Services, LLC national BD
Mar 3, 2003 to Jul 18, 2003 · Atlanta, Ga

Moves

a registration end followed by a registration begin elsewhere

Wells Fargo Advisors to Merit Financial Advisors
left May 1, 2018, registered Apr 30, 2018 (-1 days) · Wirehouse to independent RIA
Morgan Stanley to Wells Fargo Advisors
left Apr 14, 2010, registered Mar 24, 2010 (-21 days) · Wirehouse to wirehouse
Citigroup Global Markets Inc. to Morgan Stanley
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
A. G. Edwards & Sons, Inc. to Citigroup Global Markets Inc.
left Feb 17, 2004, registered Mar 16, 2004 (28 days) · Other
Ameriprise Financial Services, LLC to A. G. Edwards & Sons, Inc.
left Jul 18, 2003, registered Jun 23, 2003 (-25 days) · Other

Signals

No dated event on this person.

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: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address