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.

291 moves
AdvisorFromToTypeLeftRegistered
Thomas B WilliamsWestwood Wealth Management independent RIAMerit Financial Advisors independent RIARIA to RIAFeb 24, 2020Mar 24, 2020
Marni HandelLPL Financial LLC BD affiliatedMerit Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIANov 4, 2019Nov 4, 2019
Stephen Andrew FrickSynovus Securities, Inc. BD affiliatedMerit Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIANov 4, 2019Nov 12, 2019
Lori Resnick PricePrivate Advisor Group, LLC independent RIAMerit Financial Advisors independent RIARIA to RIANov 1, 2019Nov 3, 2019
Emily Susan BoothroydPrivate Advisor Group, LLC independent RIAMerit Financial Advisors independent RIARIA to RIANov 1, 2019Nov 1, 2019
Hollis Jill HardimanPrivate Advisor Group, LLC independent RIAMerit Financial Advisors independent RIARIA to RIANov 1, 2019Nov 1, 2019
Robert Allen Novak1st Global Advisors Inc BD affiliatedMerit Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIASep 4, 2019Dec 10, 2019 (97 d)
Jon Paul PattinsonLifestyle Planning Solutions, LLC independent RIAMerit Financial Advisors independent RIARIA to RIAAug 5, 2019Oct 31, 2017
Nicole Christine LouvarLifestyle Planning Solutions, LLC independent RIAMerit Financial Advisors independent RIARIA to RIAAug 5, 2019Jul 16, 2019
Kyle R LouvarLifestyle Planning Solutions, LLC independent RIAMerit Financial Advisors independent RIARIA to RIAAug 5, 2019Jul 16, 2019
Mehdey Abdullah BakerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMerit Financial Advisors independent RIAWirehouse to independent RIAJul 26, 2019Aug 13, 2019
Miguel Alexander RiverosAmeriprise Financial Services, LLC national BDMerit Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAApr 10, 2019Mar 23, 2021 (713 d)
Patrick Richard NoonanCommonwealth Financial Network national BDMerit Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAApr 2, 2019Feb 11, 2026 (2507 d)
Daryl John LepageBrook Wealth Management, LLC unclassifiedMerit Financial Advisors independent RIAOtherDec 31, 2018Aug 26, 2022 (1334 d)
Zachary BeckerleyLifestyle Planning Solutions, LLC no RAUMMerit Financial Advisors independent RIAOtherOct 17, 2018Oct 30, 2017
Duncan ReidnerEdward Jones national BDMerit Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherAug 9, 2018Sep 1, 2026 (2945 d)
Brian MartinWells Fargo Advisors wirehouseMerit Financial Advisors independent RIAWirehouse to independent RIAMay 1, 2018Apr 30, 2018
Kay MayhueStratos Wealth Partners, Ltd otherMerit Financial Advisors independent RIAOtherOct 31, 2017Nov 15, 2017
Brad Lynn CastStratos Wealth Partners, Ltd otherMerit Financial Advisors independent RIAOtherOct 31, 2017Nov 15, 2017
Blaine Gordon MalcolmStratos Wealth Partners, Ltd otherMerit Financial Advisors independent RIAOtherOct 31, 2017Oct 31, 2017
Tamara Denise SniderStratos Wealth Partners, Ltd otherMerit Financial Advisors independent RIAOtherOct 31, 2017Nov 2, 2017
Jennifer Cox MannLifestyle Planning Solutions, LLC no RAUMMerit Financial Advisors independent RIAOtherOct 31, 2017Oct 31, 2017
Matthew Kyle ShoresStratos Wealth Partners, Ltd otherMerit Financial Advisors independent RIAOtherOct 31, 2017Oct 31, 2017
Gregory Scott BennettPrivate Portfolio Partners, LLC otherMerit Financial Advisors otherOtherJun 23, 2017Jun 23, 2017
Craig Michael AndersonAllegiance Retirement Solutions, Inc. unclassifiedMerit Financial Advisors otherOtherMar 2, 2017Apr 15, 2016
Renora Lee NelsonAllegiance Retirement Solutions, Inc. unclassifiedMerit Financial Advisors otherOtherMar 2, 2017Apr 15, 2016
Gregory Keith RichardsTriad Advisors, LLC otherMerit Financial Advisors independent RIAOtherFeb 1, 2017Feb 7, 2025 (2928 d)
William John FociaWells Fargo Advisors wirehouseMerit Financial Advisors otherOtherFeb 1, 2017Feb 7, 2017
Solomon ShenWells Fargo Advisors wirehouseMerit Financial Advisors otherOtherOct 11, 2016Oct 12, 2016
Scott Christopher MeyerLPL Financial LLC otherMerit Financial Advisors otherOtherSep 8, 2016Jun 16, 2015
Michael Edward RoneyStanislawski & Harrison Wealth Management, LLC unclassifiedMerit Financial Advisors independent RIAOtherDec 31, 2015Jan 22, 2024 (2944 d)
Jeffrey AcklerSchwab Wealth Advisory, Inc. otherMerit Financial Advisors otherOtherOct 16, 2015Jul 11, 2017 (634 d)
Kirk WilkersonRonald Blue & Co., LLC otherMerit Financial Advisors otherOtherOct 14, 2015Nov 2, 2015
Andrew Scott LubbenRonald Blue & Co., LLC otherMerit Financial Advisors otherOtherOct 14, 2015Oct 15, 2015
Jill Lovett CrawfordRonald Blue & Co., LLC otherMerit Financial Advisors otherOtherOct 14, 2015Nov 4, 2015
Kelly Chesser GallimoreRonald Blue & Co., LLC otherMerit Financial Advisors otherOtherOct 14, 2015Dec 1, 2015 (48 d)
Melissa Lynn GriffithMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMerit Financial Advisors otherOtherMay 7, 2015Mar 10, 2016 (308 d)
Laura SithensAcg Wealth Inc. otherMerit Financial Advisors otherOtherMar 2, 2015Jun 4, 2015 (94 d)
David John SchlittNorthwestern Mutual Investment Services,LLC otherMerit Financial Advisors otherOtherDec 19, 2014Dec 23, 2014
Barry Jay DekreekRaymond James & Associates, Inc. national BDMerit Financial Advisors otherOtherDec 20, 2013Dec 16, 2013
Robert M BirgenLPL Financial LLC otherMerit Financial Advisors independent RIAOtherDec 31, 2012Jan 19, 2024 (4036 d)
Steven HartEdward Jones national BDMerit Financial Advisors otherOtherJul 10, 2012Aug 16, 2012 (37 d)
Michael Scott CroweLPL Financial LLC otherMerit Financial Advisors otherOtherJan 11, 2012Feb 23, 2012 (43 d)
Marcus Lee AndersonUvest Financial Services Group, Inc. unclassifiedMerit Financial Advisors otherOtherDec 31, 2011Nov 14, 2016 (1780 d)
Carly Phillips HensleySecurities America Advisors, Inc. otherMerit Financial Advisors otherOtherDec 9, 2010Dec 6, 2010
David S ElderAmg Financial Strategies, Inc. unclassifiedMerit Financial Advisors otherOtherNov 30, 2009Dec 21, 2009
Barry Jonathan ReidFinancial Design Group, Inc. unclassifiedMerit Financial Advisors independent RIAOtherNov 1, 2009Jan 9, 2023 (4817 d)
James Baker RussellSecurities America Advisors, Inc. otherMerit Financial Advisors otherOtherSep 11, 2007Aug 22, 2007
Jay Anthony RiggsSpc otherMerit Financial Advisors independent RIAOtherMar 9, 2007May 30, 2025 (6657 d)
Rick Lee KentSecurities America Advisors, Inc. otherMerit Financial Advisors otherOtherFeb 12, 2007Feb 1, 2007
Anthony Wayne PitzerOsaic Fa, Inc. otherMerit Financial Advisors independent RIAOtherSep 1, 2005Nov 2, 2019 (5175 d)
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