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.

Advisor moves

Departures from Merit Financial Advisors

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Daylen Julius FleitmanMerit Financial Advisors BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseJul 7, 2026Sep 14, 2026 (69 d)
Luke Jonathan WendorfMerit Financial Advisors BD affiliatedLongevity Wealth Advisory LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserJul 6, 2026Jul 7, 2026
Mark Daniel SkolkaMerit Financial Advisors BD affiliatedConrad Siegel Investment Advisors institutionalOtherMay 14, 2026Jun 4, 2026
Matthew Aaron KrierMerit Financial Advisors independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 23, 2026Feb 13, 2026
Jacob LevineMerit Financial Advisors independent RIATrout Capital Management, LLC state registeredRIA to a state-registered adviserJan 6, 2026Aug 5, 2026 (211 d)
Charles Richard AmbroselliMerit Financial Advisors independent RIALcp Institutional, LLC mixed wealthRIA to RIAOct 9, 2025Dec 22, 2025 (74 d)
Noah WiegandMerit Financial Advisors independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseJul 8, 2025Jul 24, 2025
Benjamin Allan MichalskiMerit Financial Advisors independent RIAParagon Capital Management independent RIARIA to RIAApr 1, 2025May 6, 2025 (35 d)
Christy StinaMerit Financial Advisors independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseMar 10, 2025Apr 29, 2025 (50 d)
Kristen CarithersMerit Financial Advisors independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseFeb 19, 2025Mar 12, 2025
Ronald Edward McintireMerit Financial Advisors independent RIAOmni 360 Wealth, Inc. independent RIARIA to RIAFeb 7, 2025May 5, 2025 (87 d)
Jennifer Cox MannMerit Financial Advisors independent RIACommonwealth Financial Network national BDRIA to affiliated broker-dealer or bankOct 4, 2024Sep 19, 2024
Scott Parker InabnetMerit Financial Advisors independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 9, 2024Jun 23, 2020
Robert Allen NovakMerit Financial Advisors independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 9, 2024Jun 17, 2025 (281 d)
Samantha StringerMerit Financial Advisors independent RIAI.M. Financial, LLC unclassifiedOtherSep 9, 2024Jun 22, 2023
David John SchlittMerit Financial Advisors independent RIASynergy Investment Management LLC independent RIARIA to RIAAug 30, 2024Jan 21, 2025 (144 d)
Jeffrey AcklerMerit Financial Advisors independent RIASynergy Investment Management LLC independent RIARIA to RIAAug 30, 2024Sep 4, 2024
Solomon ShenMerit Financial Advisors independent RIASynergy Investment Management LLC independent RIARIA to RIAAug 30, 2024Sep 4, 2024
Isabel Ivette OrtizMerit Financial Advisors independent RIASynergy Investment Management LLC independent RIARIA to RIAAug 30, 2024Sep 4, 2024
Edwin Enrique MeloMerit Financial Advisors independent RIASynergy Investment Management LLC independent RIARIA to RIAAug 30, 2024Sep 4, 2024
Jon Paul PattinsonMerit Financial Advisors independent RIAMai Capital Management, LLC independent RIARIA to RIAAug 29, 2024Sep 17, 2024
David Allen BrounleyMerit Financial Advisors independent RIAValley Wealth Strategies, LLC independent RIARIA to RIAAug 16, 2024Jul 29, 2024
Carmen Maria Bolius AndrewsMerit Financial Advisors independent RIAGreat Valley Advisor Group, LLC independent RIARIA to RIAAug 1, 2024Aug 2, 2024
Robert B FarrMerit Financial Advisors independent RIACannon Financial Strategists, Inc. independent RIARIA to RIAJul 29, 2024Aug 21, 2024
Allen KleinMerit Financial Advisors independent RIAStone Creek Capital Management LLC no RAUMOtherJul 3, 2024Jul 25, 2024
William John FociaMerit Financial Advisors independent RIARaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankJun 19, 2024May 29, 2024
Marni HandelMerit Financial Advisors independent RIAGladstone Wealth Partners independent RIARIA to RIAMar 27, 2024Sep 9, 2025 (531 d)
Peter AbbateMerit Financial Advisors independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 2, 2024Jan 12, 2024
Jonathan Adam DudzinskiMerit Financial Advisors independent RIAThe Olympia Group LLC state registeredRIA to a state-registered adviserOct 2, 2023Oct 6, 2023
Troy Fredrick KatterheinrichMerit Financial Advisors independent RIAStrategic Financial Concepts, LLC independent RIARIA to RIAMay 8, 2023May 22, 2023
Gregory Scott BennettMerit Financial Advisors independent RIAIfg Advisory, LLC independent RIARIA to RIAApr 10, 2023Apr 10, 2023
Alexander AlbaMerit Financial Advisors independent RIAMML Investors Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 31, 2023Mar 20, 2023
Kelsey Ann CurtisMerit Financial Advisors independent RIADecker Retirement Planning Inc. independent RIARIA to RIADec 5, 2022Dec 14, 2022
Renora Lee NelsonMerit Financial Advisors independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankAug 15, 2022Jul 26, 2022
Octavio A TudelaMerit Financial Advisors independent RIAMorgan Stanley wirehouseRIA to wirehouseJun 7, 2022Feb 17, 2023 (255 d)
Jay Blakeley WillcoxMerit Financial Advisors independent RIAVenturi Private Wealth independent RIARIA to RIAApr 26, 2022Jan 17, 2025 (997 d)
Mehdey Abdullah BakerMerit Financial Advisors independent RIASchwab Wealth Advisory, Inc. no RAUMOtherJul 7, 2021Aug 10, 2021 (34 d)
Miguel Alexander RiverosMerit Financial Advisors independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankMay 3, 2021Aug 11, 2021 (100 d)
Joey BeasonMerit Financial Advisors independent RIAWells Fargo Advisors wirehouseRIA to wirehouseMar 1, 2021Jan 11, 2021
Nicole Christine LouvarMerit Financial Advisors independent RIAGuided Capital Wealth Management, LLC independent RIARIA to RIANov 30, 2020Sep 16, 2020
Kyle R LouvarMerit Financial Advisors independent RIAGuided Capital Wealth Management, LLC independent RIARIA to RIANov 30, 2020Sep 16, 2020
Corey Crafton MillerMerit Financial Advisors independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 8, 2020Jun 3, 2020
Russell WhiteheadMerit Financial Advisors independent RIAMash Financial Planning state registeredRIA to a state-registered adviserFeb 7, 2020Feb 26, 2021 (385 d)
Matthew Harris RigginsMerit Financial Advisors independent RIAMash Financial Planning state registeredRIA to a state-registered adviserNov 13, 2018Jan 22, 2025 (2262 d)
Barry Jay DekreekMerit Financial Advisors independent RIALPL Financial LLC independent RIARIA to RIAJan 29, 2018Mar 29, 2018 (59 d)
Steven HartMerit Financial Advisors otherE*Trade Capital Management, LLC otherOtherMar 25, 2014Feb 21, 2014
Tyler SuarezMerit Financial Advisors otherLPL Financial LLC otherOtherApr 20, 2012May 3, 2011
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47 moves match.