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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

J•••• A• M••••••

S•••••••• A••••••• L••national BDHarrisburg, Ncdual registrantIAPD 4679200

Feed of 09/14/2026

Also filed as Jerry A Merrill

At current firm

0 y

since Mar 18, 2026

In the industry

23 y

since Jun 1, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

S•••••••• A••••••• L•• national BD current
since Mar 18, 2026 · Harrisburg, Nc
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
May 17, 2024 to Sep 19, 2025 · Charlotte, Nc
M••••• S•••••• wirehouse
Feb 14, 2023 to Apr 30, 2024 · Cornelius, Nc
V••••••• A•••••••• I••• BD affiliated
Nov 1, 2019 to Oct 5, 2022 · Charlotte, Nc

Moves

a registration end followed by a registration begin elsewhere

M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to S•••••••• A••••••• L••
left Sep 19, 2025, registered Mar 18, 2026 (180 days) · Wirehouse to affiliated broker-dealer or bank
M••••• S•••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Apr 30, 2024, registered May 17, 2024 (17 days) · Wirehouse to wirehouse
V••••••• A•••••••• I••• to M••••• S••••••
left Oct 5, 2022, registered Feb 14, 2023 (132 days) · Affiliated broker-dealer or bank to wirehouse

Signals

J•••• A• M•••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for S•••••••• A••••••• L•• (registered 2026-03-18)
Sep 19, 2025 · Advisor changed firm · fact
J•••• A• M•••••• left M••••• S•••••• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2024-05-17)
Apr 30, 2024 · Advisor changed firm · fact
J•••• A• M•••••• left V••••••• A•••••••• I••• for M••••• S•••••• (registered 2023-02-14)
Oct 5, 2022 · 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: National broker-dealer RIAderived
Years in industry: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address