DFX Intelligence

RIA 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.

AdvisorFromToTypeLeftRegistered
Allen Joseph MahnkeHarbour Investments, Inc. independent RIAMerit Financial Advisors independent RIARIA to RIAMay 1, 2023May 1, 2023
Douglas Cory BranchLPL Financial LLC BD affiliatedMerit Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAApr 28, 2023May 3, 2023
Shawna Kristine BainFinancial Advocates Investment Management independent RIAMerit Financial Advisors independent RIARIA to RIAApr 14, 2023Apr 14, 2023
Christopher Stephen LoutsisFinancial Advocates Investment Management independent RIAMerit Financial Advisors independent RIARIA to RIAApr 14, 2023Apr 14, 2023
Allen KleinNfsg Corporation BD affiliatedMerit Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMar 13, 2023Jul 7, 2023 (116 d)
Baylee Ann BryantLPL Financial LLC independent RIAMerit Financial Advisors independent RIARIA to RIAFeb 28, 2023Jan 9, 2023
Adam Ryan SmithAsteria Wealth LLC independent RIAMerit Financial Advisors independent RIARIA to RIADec 19, 2022Dec 21, 2022
Tait Christopher LaneTriad Investment Management independent RIAMerit Financial Advisors independent RIARIA to RIANov 15, 2022Oct 3, 2022
Randall Waner KimTriad Investment Management independent RIAMerit Financial Advisors independent RIARIA to RIANov 15, 2022Oct 3, 2022
Donald Clark HammondMersberger Advisory Group, LLC no RAUMMerit Financial Advisors independent RIAOtherNov 9, 2022Aug 19, 2022
Joshua MersbergerMersberger Advisory Group, LLC no RAUMMerit Financial Advisors independent RIAOtherNov 9, 2022Oct 24, 2022
Zachary MersbergerMersberger Advisory Group, LLC no RAUMMerit Financial Advisors independent RIAOtherNov 9, 2022Aug 22, 2022
Larry Dean GoebelCambridge Investment Research Advisors, Inc. BD affiliatedMerit Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAOct 27, 2022Dec 15, 2023 (414 d)
Peter Jerome MersbergerCambridge Investment Research Advisors, Inc. BD affiliatedMerit Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAOct 27, 2022Oct 24, 2022
Benjamin Allan MichalskiTedstrom Wealth Advisors, Inc. unclassifiedMerit Financial Advisors independent RIAOtherOct 25, 2022Apr 12, 2022
Robert AlexandrovicBok Financial Private Wealth, Inc. independent RIAMerit Financial Advisors independent RIARIA to RIAOct 24, 2022Sep 22, 2022
Kimberly SpenceSavant Wealth Management independent RIAMerit Financial Advisors BD affiliatedRIA to affiliated broker-dealer or bankOct 13, 2022Sep 10, 2026 (1428 d)
Paul Harvey JochimsenCambridge Investment Research Advisors, Inc. BD affiliatedMerit Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAOct 12, 2022Sep 30, 2022
Lincoln Paul KopetskiTriad Investment Management independent RIAMerit Financial Advisors independent RIARIA to RIAOct 5, 2022Oct 6, 2022
Joseph Roderick CilleyTriad Investment Management independent RIAMerit Financial Advisors independent RIARIA to RIAOct 4, 2022Oct 3, 2022
Thomas Aaron BakamusTriad Investment Management independent RIAMerit Financial Advisors independent RIARIA to RIAOct 4, 2022Oct 3, 2022
Michael Christopher BaerTriad Investment Management independent RIAMerit Financial Advisors independent RIARIA to RIAOct 4, 2022Oct 3, 2022
Kelsey Ann CurtisTriad Investment Management independent RIAMerit Financial Advisors independent RIARIA to RIAOct 4, 2022Oct 3, 2022
Chrissy A LeeKalos Management BD affiliatedMerit Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIASep 23, 2022Oct 20, 2022
Jonathan Adam DudzinskiCambridge Investment Research Advisors, Inc. BD affiliatedMerit Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 26, 2022Aug 19, 2022
William Nathan MorrisonCambridge Investment Research Advisors, Inc. BD affiliatedMerit Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 26, 2022Aug 19, 2022
John Benedict BrazierCambridge Investment Research Advisors, Inc. BD affiliatedMerit Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 26, 2022Aug 25, 2022
Sydney ThompsonCambridge Investment Research Advisors, Inc. BD affiliatedMerit Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 26, 2022Aug 25, 2022
Andrea June ZoellerCambridge Investment Research Advisors, Inc. BD affiliatedMerit Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 23, 2022Aug 23, 2022
Joshua Patrick PreissCambridge Investment Research Advisors, Inc. BD affiliatedMerit Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 23, 2022Aug 25, 2022
Matthew Aaron KrierCambridge Investment Research Advisors, Inc. BD affiliatedMerit Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 23, 2022Aug 23, 2022
Bruce Carlton GordonLPL Financial LLC independent RIAMerit Financial Advisors independent RIARIA to RIAJul 12, 2022Jun 2, 2022
Thomas Wayne GayLPL Financial LLC independent RIAMerit Financial Advisors independent RIARIA to RIAJul 12, 2022Jun 2, 2022
Kristen CarithersFidelity Personal And Workplace Advisors BD affiliatedMerit Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMay 11, 2022Jul 14, 2022 (64 d)
Peter AbbateValic Financial Advisors, Inc. BD affiliatedMerit Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMay 3, 2022May 4, 2022
Nathaniel Lewis BurstinBiltmore Capital Advisors independent RIAMerit Financial Advisors independent RIARIA to RIAApr 25, 2022Apr 8, 2022
Kathryn Vieh ReddenI.M. Financial, LLC unclassifiedMerit Financial Advisors independent RIAOtherApr 19, 2022Sep 3, 2019
Daniel VernonStone Creek Capital Management LLC no RAUMMerit Financial Advisors independent RIAOtherApr 4, 2022Jan 20, 2022
Timothy James RalphStone Creek Capital Management LLC no RAUMMerit Financial Advisors independent RIAOtherApr 4, 2022Jan 19, 2022
Justin D EcclestonStone Creek Capital Management LLC no RAUMMerit Financial Advisors independent RIAOtherApr 4, 2022Jan 18, 2022
Patrice CobbRBC Capital Markets, LLC national BDMerit Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIADec 7, 2021Jan 18, 2022 (42 d)
Alexander AlbaAmeriprise Financial Services, LLC national BDMerit Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMar 4, 2021Mar 2, 2021
Timothy David NelsonAvantax Advisory Services BD affiliatedMerit Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJan 19, 2021Feb 18, 2021
Stephen Paul RegoubyAvantax Advisory Services BD affiliatedMerit Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJan 15, 2021Jan 14, 2021
Steven Anthony HendersonAvantax Advisory Services BD affiliatedMerit Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJan 15, 2021Jan 12, 2021
Doane Farr HarrisonAvantax Advisory Services BD affiliatedMerit Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJan 15, 2021Jan 12, 2021
Douglas Ray MorrisAvantax Advisory Services BD affiliatedMerit Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJan 15, 2021Jan 12, 2021
Jay Blakeley WillcoxAvantax Advisory Services BD affiliatedMerit Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJan 15, 2021Jan 12, 2021
Jana Michele Ramsey-WeaverAvantax Advisory Services BD affiliatedMerit Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJan 15, 2021Jan 15, 2021
Steven Kirk DentonDempsey Lord Smith, LLC independent RIAMerit Financial Advisors independent RIARIA to RIADec 16, 2020Jan 5, 2021
James Donald ColbourneLPL Financial LLC BD affiliatedMerit Financial Advisors otherOtherOct 6, 2020Feb 8, 2016
Bret HackettLPL Financial LLC BD affiliatedMerit Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAOct 6, 2020Nov 2, 2019
Joy Davis KirschLPL Financial LLC BD affiliatedMerit Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAOct 5, 2020Nov 2, 2019
Steven W PollockAvantax Advisory Services BD affiliatedMerit Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIASep 16, 2020Sep 16, 2020
Octavio A TudelaAvantax Advisory Services BD affiliatedMerit Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIASep 16, 2020Sep 16, 2020
Francis Albert BautzStratos Wealth Partners, Ltd BD affiliatedMerit Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIASep 2, 2020Sep 2, 2020
Sharon Levy BautzStratos Wealth Partners, Ltd BD affiliatedMerit Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIASep 2, 2020Oct 14, 2020 (42 d)
Sean M MooreSecurities America Advisors, Inc. BD affiliatedMerit Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJun 30, 2020Sep 22, 2020 (84 d)
David Allen BrounleyWealth Enhancement Advisory Services, LLC BD affiliatedMerit Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJun 22, 2020Jun 23, 2020
Samantha StringerFidelity Personal And Workplace Advisors BD affiliatedMerit Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJun 10, 2020Aug 10, 2020 (61 d)
Page 4 of 5PreviousNext
291 moves match.