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
William Sapp Merriken
Chartered Financial Consultant
Feed of 09/14/2026
Also filed as Will Merriken
At current firm
0 y
since Jun 23, 2026
In the industry
44 y
since Mar 1, 1982 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Almanack Investment Partners independent RIA currentsince Jun 23, 2026 · Newtown Square, Pa
- Redwood Wealth Management Group, LLC independent RIADec 14, 2016 to May 13, 2026 · Moorestown, Nj
- Lane Hipple - Wealth Management Group formerNov 30, 2015 to Sep 28, 2016 · Moorestown, Nj
- Vsr Advisory Services formerApr 1, 2013 to Sep 27, 2013 · Overland Park, Ks
- LPL Financial LLC BD affiliatedJul 25, 2012 to Apr 15, 2013 · Moorestown, Nj
- On Investment Management Co BD affiliatedFeb 27, 2006 to May 15, 2009 · Moorestown, Nj
Moves
a registration end followed by a registration begin elsewhere
- Redwood Wealth Management Group, LLC to Almanack Investment Partnersleft May 13, 2026, registered Jun 23, 2026 (41 days) · RIA to RIA · moved with a team
- Lane Hipple - Wealth Management Group to Redwood Wealth Management Group, LLCleft Sep 28, 2016, registered Dec 14, 2016 (77 days) · Other
- Vsr Advisory Services to Lane Hipple - Wealth Management Groupleft Sep 27, 2013, registered Nov 30, 2015 (794 days) · Other
- LPL Financial LLC to Vsr Advisory Servicesleft Apr 15, 2013, registered Apr 1, 2013 (-14 days) · Other
- On Investment Management Co to LPL Financial LLCleft May 15, 2009, registered Jul 25, 2012 (1167 days) · Other
Signals
- William Sapp Merriken left Redwood Wealth Management Group, Llc for Almanack Investment Partners (registered 2026-06-23)May 13, 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
- Independent wealth managerderived
- Years in industry
- 44derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address