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

Zachary Cuyler Green

Merit Financial AdvisorsBD affiliatedRaleigh, Nc dual registrantIAPD 5714566

Certified Financial Planner

Feed of 09/15/2026

Also filed as Zachary Green

At current firm

1 y

since May 8, 2025

In the industry

16 y

since Nov 12, 2009 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, 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 May 8, 2025 · Raleigh, Nc
Wealth Enhancement Advisory Services, LLC BD affiliated
Jun 22, 2023 to Apr 9, 2025 · Orlando, Fl
Morgan Stanley wirehouse
Jan 4, 2023 to Jun 23, 2023 · Purchase, Ny
E*Trade Capital Management, LLC former
Nov 14, 2019 to Jun 23, 2023 · Alpharetta, Ga
Edward Jones national BD
Nov 12, 2009 to Jan 23, 2012 · St Louis, Mo

Moves

a registration end followed by a registration begin elsewhere

Wealth Enhancement Advisory Services, LLC to Merit Financial Advisors
left Apr 9, 2025, registered May 8, 2025 (29 days) · Affiliated broker-dealer or bank to independent RIA
E*Trade Capital Management, LLC to Morgan Stanley
left Jun 23, 2023, registered Jan 4, 2023 (-170 days) · channel change inside one enterprise, not a move
Morgan Stanley to Wealth Enhancement Advisory Services, LLC
left Jun 23, 2023, registered Jun 22, 2023 (-1 days) · Wirehouse to independent RIA
Edward Jones to E*Trade Capital Management, LLC
left Jan 23, 2012, registered Nov 14, 2019 (2852 days) · Affiliated broker-dealer or bank to independent RIA

Signals

Zachary Cuyler Green left Wealth Enhancement Advisory Services, Llc for Merit Financial Advisors (registered 2025-05-08)
Apr 9, 2025 · Advisor changed firm · fact
Zachary Cuyler Green left Morgan Stanley for Wealth Enhancement Advisory Services, Llc (registered 2023-06-22)
Jun 23, 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: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address