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

Thomas Peter Mcdonnell

Merit Financial AdvisorsBD affiliatedAlpharetta, Ga IA-onlyIAPD 5424182

Certified Financial Planner

Feed of 09/15/2026

Also filed as Thomas P Mcdonnell

At current firm

0 y

since Sep 3, 2026

In the industry

18 y

since Feb 4, 2008 (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 Sep 3, 2026 · Bothell, Wa
Lido independent RIA
Jan 31, 2024 to Sep 2, 2026 · Los Angeles, Ca
Morgan Stanley wirehouse
Jan 4, 2023 to Aug 15, 2023 · Purchase, Ny
E*Trade Capital Management, LLC former
May 14, 2013 to Aug 15, 2023 · Arlington, Va
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Feb 3, 2011 to Apr 30, 2013 · Bellevue, Wa
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Feb 5, 2008 to Feb 11, 2009 · Bellevue, Wa

Moves

a registration end followed by a registration begin elsewhere

Lido to Merit Financial Advisors
left Sep 2, 2026, registered Sep 3, 2026 (1 days) · RIA to affiliated broker-dealer or bank
E*Trade Capital Management, LLC to Morgan Stanley
left Aug 15, 2023, registered Jan 4, 2023 (-223 days) · channel change inside one enterprise, not a move
Morgan Stanley to Lido
left Aug 15, 2023, registered Jan 31, 2024 (169 days) · Wirehouse to independent RIA
Merrill Lynch, Pierce, Fenner & Smith Incorporated to E*Trade Capital Management, LLC
left Apr 30, 2013, registered May 14, 2013 (14 days) · Other

Signals

Thomas Peter Mcdonnell left Lido for Merit Financial Advisors (registered 2026-09-03)
Sep 2, 2026 · Advisor changed firm · fact
Thomas Peter Mcdonnell left Morgan Stanley for Lido (registered 2024-01-31)
Aug 15, 2023 · 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: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address