DFX Intelligence
Advisor moves
Arrivals at 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Lauren Michelle Dalton | Sanctuary Wealth Management, LLC independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Mar 14, 2025 | Mar 14, 2025 |
| Ashley Dawn Anderson | Sanctuary Wealth Management, LLC independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Mar 14, 2025 | Mar 14, 2025 |
| Ty Thayne Gentry | Sanctuary Wealth Management, LLC independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Mar 14, 2025 | Mar 14, 2025 |
| Austin Webb Smellie | Sanctuary Wealth Management, LLC independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Mar 14, 2025 | Mar 14, 2025 |
| Lauren Eudora Lewis | Oppenheimer & Co. Inc. BD affiliated | Merit Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 7, 2025 | Apr 3, 2025 |
| Noah Wiegand | RBC Capital Markets, LLC national BD | Merit Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 7, 2025 | May 1, 2025 (55 d) |
| Matthew Alan Ligman | Cetera Investment Advisers LLC BD affiliated | Merit Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 4, 2025 | Feb 27, 2025 |
| Liam Alexander Pearson Gamble | Northern Capital Management, Inc. independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Feb 24, 2025 | May 14, 2025 (79 d) |
| Scott Allen Lumbatis | Osaic Advisory Services, LLC BD affiliated | Merit Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 11, 2025 | Feb 7, 2025 |
| Mark Daniel Skolka | Osaic Advisory Services, LLC BD affiliated | Merit Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 11, 2025 | Feb 7, 2025 |
| Terence A Gibbons | Ameriprise Financial Services, LLC national BD | Merit Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Feb 3, 2025 | Apr 14, 2026 (435 d) |
| Curt Heinz Zimmermann | Zimmermann Investment Management & Planning LLC independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Jan 31, 2025 | Dec 20, 2024 |
| Jeffrey Scott Nickum | Zimmermann Investment Management & Planning LLC independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Jan 31, 2025 | Dec 20, 2024 |
| Kimberly Irene Swope | Zimmermann Investment Management & Planning LLC independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Jan 31, 2025 | Dec 20, 2024 |
| Justin T Taillon | Zimmermann Investment Management & Planning LLC independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Jan 31, 2025 | Dec 23, 2024 |
| George D Kegerreis | Zimmermann Investment Management & Planning LLC independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Jan 31, 2025 | Dec 20, 2024 |
| William Jay Meland | Pillar Wealth Management Co. independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Jan 24, 2025 | Jan 24, 2025 |
| Chester William Lee | Pillar Wealth Management Co. independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Jan 24, 2025 | Jan 24, 2025 |
| Patrick Ryan Sturm | Pillar Wealth Management Co. independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Jan 24, 2025 | Jan 24, 2025 |
| Brian John Cleven | Pillar Wealth Management Co. independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Jan 24, 2025 | Jan 24, 2025 |
| Cara Ruth Wolenec | Pillar Wealth Management Co. independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Jan 24, 2025 | Jan 24, 2025 |
| Crew Robert Risgaard | Pillar Wealth Management Co. independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Jan 24, 2025 | Jan 24, 2025 |
| David Michael Wahlen | Captrust institutional | Merit Financial Advisors independent RIA | Other | Jan 22, 2025 | Jan 29, 2025 |
| Robyn Elizabeth Jameson | Trinity Financial Partners II, LLC independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Jan 2, 2025 | Dec 6, 2024 |
| Alexander Charles Barthold | Morgan Stanley wirehouse | Merit Financial Advisors independent RIA | Wirehouse to independent RIA | Dec 20, 2024 | Dec 17, 2024 |
| Andrew Jacob Cortez | Sanctuary Wealth Management, LLC independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Nov 29, 2024 | Dec 3, 2025 (369 d) |
| Tyler J Knapp | Morgan Stanley wirehouse | Merit Financial Advisors independent RIA | Wirehouse to independent RIA | Nov 22, 2024 | Nov 5, 2024 |
| Christy Stina | UBS Financial Services Inc. wirehouse | Merit Financial Advisors independent RIA | Wirehouse to independent RIA | Oct 29, 2024 | Nov 12, 2024 |
| Bijan Ramirez | Valtrion Capital Management, LLC independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Oct 11, 2024 | Jan 6, 2025 (87 d) |
| Scott Parker Inabnet | I.M. Financial, LLC unclassified | Merit Financial Advisors independent RIA | Other | Sep 23, 2024 | Sep 3, 2019 |
| Sean Paul Storck | LPL Financial LLC BD affiliated | Merit Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 16, 2024 | Sep 16, 2020 |
| Garland Brent Kizer | Cetera Investment Advisers LLC BD affiliated | Merit Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 14, 2024 | Aug 12, 2024 |
| Francesco Paul Vitale | Cetera Investment Advisers LLC BD affiliated | Merit Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 13, 2024 | Aug 12, 2024 |
| Mark Frederick Swingle | Westfield Financial Planning independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Aug 13, 2024 | Jul 29, 2024 |
| Daniel M. Song | Westfield Financial Planning independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Aug 13, 2024 | Jul 29, 2024 |
| Morgan Seidel | Osaic Wealth, Inc. BD affiliated | Merit Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | May 30, 2024 | Jun 6, 2024 |
| Edwin Enrique Melo | Charles Schwab & Co., Inc. national BD | Merit Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 15, 2024 | May 6, 2024 |
| William Robert Casey | Access Investment Advisors Inc independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Apr 4, 2024 | Mar 22, 2024 |
| Atley Thomas Gay | Access Investment Advisors Inc independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Apr 4, 2024 | Mar 24, 2024 |
| John Cote | Wealth Enhancement Advisory Services, LLC independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Mar 15, 2024 | Mar 27, 2024 |
| Paul Stanton Viren | Mariner Advisor Network BD affiliated | Merit Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 8, 2024 | Mar 8, 2024 |
| Michael Philip Smalley | Mariner Advisor Network BD affiliated | Merit Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 8, 2024 | Mar 8, 2024 |
| Cassandra Anne Frederiksen | Mariner Advisor Network BD affiliated | Merit Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 8, 2024 | Mar 8, 2024 |
| Brian Andrew | Johnson Wealth Inc. mixed wealth | Merit Financial Advisors independent RIA | RIA to RIA | Jan 22, 2024 | Jan 19, 2024 |
| Jason Kenneth Martone | Columbia Management Investment Advisers, LLC asset manager | Merit Financial Advisors independent RIA | Other | Jan 7, 2024 | Jan 2, 2025 (361 d) |
| Kunal Bharatkumar Patel | United Planners' Financial Services Of America A Limited Partner independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Dec 21, 2023 | Dec 21, 2023 |
| James Preston Byers | Clearbridge Wealth Management, Inc independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Dec 4, 2023 | Dec 1, 2023 |
| Joanne Gautrau | Essex Financial Services, Inc. independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Nov 22, 2023 | Dec 15, 2023 |
| Jacob Levine | Certuity, LLC independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Nov 14, 2023 | Dec 4, 2023 |
| John Douglas Baxley | Silver Oak Securities, Inc. BD affiliated | Merit Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 3, 2023 | Nov 7, 2023 |
| Heather Lynn Douglass | Ifg Advisory, LLC independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Oct 4, 2023 | Nov 22, 2023 (49 d) |
| Thomas Kern Campbell | Advisory Services Network independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Jun 21, 2023 | Jun 22, 2023 |
| Mark David Fried | Tfg Wealth Management, LLC independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Jun 13, 2023 | Apr 3, 2023 |
| Timothy Michael Reis | Woodbury Financial Services, Inc. BD affiliated | Merit Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 13, 2023 | Jun 12, 2023 |
| Zachary I Campbell | Woodbury Financial Services, Inc. BD affiliated | Merit Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 13, 2023 | Jun 12, 2023 |
| Ronald Edward Mcintire | Tfg Wealth Management, LLC independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Jun 13, 2023 | Apr 3, 2023 |
| John Franklin Keene | Cambridge Investment Research Advisors, Inc. BD affiliated | Merit Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | May 23, 2023 | May 23, 2023 |
| Joseph James Faux | Cambridge Investment Research Advisors, Inc. BD affiliated | Merit Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | May 23, 2023 | May 23, 2023 |
| Darla D Wise | Cambridge Investment Research Advisors, Inc. BD affiliated | Merit Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | May 23, 2023 | May 22, 2023 |
| Delaney Jane Jean | Cambridge Investment Research Advisors, Inc. BD affiliated | Merit Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | May 23, 2023 | May 22, 2023 |
291 moves match.