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

Michael Merk

Wesbanco Securities, Inc.BD affiliatedJeffersonville, In dual registrantIAPD 6534684

Feed of 09/15/2026

Also filed as Michael John Merk

At current firm

0 y

since Jun 10, 2026

In the industry

11 y

since Jul 1, 2015 (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

Wesbanco Securities, Inc. BD affiliated current
since Jun 10, 2026 · Jeffersonville, In
Ally Invest Advisors independent RIA
Oct 11, 2021 to Mar 26, 2026 · Charlotte, Nc
Fidelity Personal And Workplace Advisors former
Jan 27, 2020 to Mar 12, 2020 · Covington, Ky
Td Ameritrade Investment Management, LLC former
Jan 11, 2018 to Aug 17, 2018 · Fort Worth, Tx
Td Ameritrade, Inc. former
Jan 11, 2018 to Aug 17, 2018 · Westlake, Tx
Charles Schwab & Co., Inc. national BD
Dec 11, 2015 to Feb 14, 2017 · Indianapolis, In

Moves

a registration end followed by a registration begin elsewhere

Ally Invest Advisors to Wesbanco Securities, Inc.
left Mar 26, 2026, registered Jun 10, 2026 (76 days) · RIA to affiliated broker-dealer or bank
Fidelity Personal And Workplace Advisors to Ally Invest Advisors
left Mar 12, 2020, registered Oct 11, 2021 (578 days) · Affiliated broker-dealer or bank to independent RIA
Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLC
left Aug 17, 2018, registered Jan 11, 2018 (-218 days) · channel change inside one enterprise, not a move · moved with a team
Td Ameritrade Investment Management, LLC to Fidelity Personal And Workplace Advisors
left Aug 17, 2018, registered Jan 27, 2020 (528 days) · RIA to affiliated broker-dealer or bank
Charles Schwab & Co., Inc. to Td Ameritrade, Inc.
left Feb 14, 2017, registered Jan 11, 2018 (331 days) · Other

Signals

Michael Merk left Ally Invest Advisors for Wesbanco Securities, Inc. (registered 2026-06-10)
Mar 26, 2026 · 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: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address