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 Financial Partners LLC
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 |
|---|---|---|---|---|---|
| Joseph Anthony Manno | The Dowling Group Wealth Management independent RIA | Merit Financial Partners LLC independent RIA | RIA to RIA | Oct 14, 2025 | Oct 17, 2025 |
| Melissa Walling Adams | Ast Investment Services, Inc. other | Merit Financial Partners LLC other | Other | Jul 3, 2017 | Mar 13, 2018 (253 d) |
| Elizabeth Mckee Cox | Cox Financial Services, LLC unclassified | Merit Financial Partners LLC other | Other | Dec 31, 2016 | Mar 9, 2010 |
| Hrefna S Martin | Cox Financial Services, LLC unclassified | Merit Financial Partners LLC other | Other | Dec 31, 2016 | Nov 17, 2015 |
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4 moves match.