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
Arrivals at Merit Advisors, Inc.
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 |
|---|---|---|---|---|---|
| Chad Michael Rogers | Rogers Financial Inc. unclassified | Merit Advisors, Inc. state registered | Other | Jun 4, 2024 | Jan 1, 2026 (576 d) |
| Mark Nelson Holloway | Wfg Advisors, LP other | Merit Advisors, Inc. state registered | Other | May 4, 2017 | May 11, 2017 |
| Gary Bruce Fraley | Exencial Wealth Advisors other | Merit Advisors, Inc. state registered | Other | Feb 10, 2014 | Jul 18, 2024 (3811 d) |
| Donald Lee Dillingham | Avondale other | Merit Advisors, Inc. state registered | Other | Sep 7, 2012 | Sep 25, 2012 |
| Deborah Ann Grothe-Rodgers | Next Financial Group, Inc. other | Merit Advisors, Inc. state registered | Other | Sep 27, 2010 | Feb 28, 2011 (154 d) |
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5 moves match.