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 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 |
|---|---|---|---|---|---|
| Thomas Peter Mcdonnell | Lido independent RIA | Merit Financial Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Sep 2, 2026 | Sep 3, 2026 |
| Jesse Walter Bell | Commonwealth Financial Network national BD | Merit Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Aug 17, 2026 | Aug 14, 2026 |
| Connor Mason | Commonwealth Financial Network national BD | Merit Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Aug 17, 2026 | Aug 14, 2026 |
| Ryan Garrick Waldrip | Empower Advisory Group, LLC BD affiliated | Merit Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Aug 6, 2026 | Aug 11, 2026 |
| Matthew Bryan Dupon | Commonwealth Financial Network national BD | Merit Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Aug 3, 2026 | Jul 31, 2026 |
| Sean Alex Montgomery | Commonwealth Financial Network national BD | Merit Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Aug 3, 2026 | Aug 3, 2026 |
| Scott Elliott Miller | Commonwealth Financial Network national BD | Merit Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Aug 3, 2026 | Aug 3, 2026 |
| Leo Pui Hong Wai | Commonwealth Financial Network national BD | Merit Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Aug 3, 2026 | Aug 3, 2026 |
| Arin Hovanesian | Commonwealth Financial Network national BD | Merit Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Aug 3, 2026 | Aug 3, 2026 |
| Kurt William Wiegert | Kestra Advisory Services, LLC BD affiliated | Merit Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jul 21, 2026 | Jul 17, 2026 |
| Ryan Jamison Silk | Kestra Advisory Services, LLC BD affiliated | Merit Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jul 21, 2026 | Jul 17, 2026 |
| Noah Daniel Gonzalez | Kestra Advisory Services, LLC BD affiliated | Merit Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jul 21, 2026 | Jul 17, 2026 |
| Katrina Daley- Deus | Ameriprise Financial Services, LLC national BD | Merit Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jul 14, 2026 | Jul 29, 2026 |
| Vinessa Frances Siano | Ameriprise Financial Services, LLC national BD | Merit Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | May 15, 2026 | Jun 24, 2026 (40 d) |
| Steven Wayne Lieberman | Summit Financial, LLC BD affiliated | Merit Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | May 8, 2026 | May 11, 2026 |
| Diane Kathrine Taylor | Summit Financial, LLC BD affiliated | Merit Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | May 8, 2026 | May 11, 2026 |
| Paul Richard Pradel | Commonwealth Financial Network national BD | Merit Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Apr 30, 2026 | Apr 24, 2026 |
| Trisha Mcclanahan | Commonwealth Financial Network national BD | Merit Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Apr 27, 2026 | Apr 27, 2026 |
| Sarah Mouser | Verdence Capital Advisors, LLC independent RIA | Merit Financial Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2026 | Apr 8, 2026 |
| Randall Jay Yeomans | Your Retirement Coach independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Mar 31, 2026 | Mar 6, 2026 |
| John Robert Richter | Your Retirement Coach independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Mar 31, 2026 | Mar 20, 2026 |
| Nicholas B Yeomans | Your Retirement Coach independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Mar 31, 2026 | Mar 6, 2026 |
| Adam David Rauscher | Stone Creek Capital Management LLC no RAUM | Merit Financial Advisors independent RIA | Other | Mar 31, 2026 | Feb 5, 2026 |
| Allen Klein | Stone Creek Capital Management LLC no RAUM | Merit Financial Advisors independent RIA | Other | Mar 31, 2026 | Mar 9, 2026 |
| Aaron Michael Calhoun | Your Retirement Coach independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Mar 31, 2026 | Mar 16, 2026 |
| Layla Rene Vanderslice | Your Retirement Coach independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Mar 31, 2026 | Mar 17, 2026 |
| Robert Scott Harsha | Commonwealth Financial Network national BD | Merit Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Mar 30, 2026 | Mar 31, 2026 |
| Gabriel E. Lapito | Commonwealth Financial Network national BD | Merit Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 30, 2026 | Mar 27, 2026 |
| Ryan James Gomendi | Commonwealth Financial Network national BD | Merit Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 30, 2026 | Mar 27, 2026 |
| Kaelen Shay | Commonwealth Financial Network national BD | Merit Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 30, 2026 | Mar 27, 2026 |
| Isaiah Broyles | Commonwealth Financial Network national BD | Merit Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 30, 2026 | Mar 27, 2026 |
| Amanda Mcallister | Commonwealth Financial Network national BD | Merit Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 30, 2026 | Mar 27, 2026 |
| Dominic Patrick O'Donovan | T. Rowe Price Associates, Inc. asset manager | Merit Financial Advisors independent RIA | Other | Mar 24, 2026 | Mar 23, 2026 |
| Tucker Sandercock | Chatham Wealth Management independent RIA | Merit Financial Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Mar 24, 2026 | Aug 14, 2026 (143 d) |
| Allegria Maria Jimenez | Commonwealth Financial Network national BD | Merit Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Mar 20, 2026 | Jul 17, 2026 (119 d) |
| Tina Louise King | Cambridge Investment Research Advisors, Inc. BD affiliated | Merit Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 16, 2026 | Mar 23, 2026 |
| Christopher Paul Scott | Cx Institutional, LLC independent RIA | Merit Financial Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Feb 27, 2026 | Apr 30, 2026 (62 d) |
| Bert Leroy Falley | Wealthcare Advisory Partners LLC independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Feb 25, 2026 | Jan 9, 2026 |
| James Raymond Colahan | Wealthcare Advisory Partners LLC independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Feb 25, 2026 | Jan 9, 2026 |
| Brian P. Lang | Wealthcare Advisory Partners LLC independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Feb 25, 2026 | Feb 19, 2026 |
| Michele Christine Hammann | Wealthcare Advisory Partners LLC independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Feb 25, 2026 | Jan 9, 2026 |
| Colin Dean Aldrich | Wealthcare Advisory Partners LLC independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Feb 25, 2026 | Jan 9, 2026 |
| Glenn Brian Cohen | Commonwealth Financial Network national BD | Merit Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 9, 2026 | Feb 6, 2026 |
| Paul Daniel Teufel | Commonwealth Financial Network national BD | Merit Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 9, 2026 | Feb 6, 2026 |
| Tevin Deante Hill | Commonwealth Financial Network national BD | Merit Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 9, 2026 | Feb 6, 2026 |
| Ray Cordoza Massey | Commonwealth Financial Network national BD | Merit Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 9, 2026 | Feb 6, 2026 |
| Brandon Lehman | Annex Wealth Management, LLC independent RIA | Merit Financial Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Jan 29, 2026 | May 14, 2026 (105 d) |
| Michelle Laura Lafuente | Commonwealth Financial Network national BD | Merit Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 26, 2026 | Jan 26, 2026 |
| Anthony Ernest Lajeunesse | Commonwealth Financial Network national BD | Merit Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 26, 2026 | Jan 23, 2026 |
| Erin Michelle Wozniak | Commonwealth Financial Network national BD | Merit Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 26, 2026 | Jan 23, 2026 |
| Christina Marie Perna | Commonwealth Financial Network national BD | Merit Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 23, 2026 | Jan 26, 2026 |
| Scott Portlock | Global Wealth Advisors unclassified | Merit Financial Advisors independent RIA | Other | Jan 2, 2026 | Aug 15, 2025 |
| Gerard Joseph Longo | Global Wealth Advisors unclassified | Merit Financial Advisors independent RIA | Other | Jan 2, 2026 | Aug 18, 2025 |
| Kris Tulane Maksimovich | Global Wealth Advisors unclassified | Merit Financial Advisors independent RIA | Other | Jan 2, 2026 | Aug 16, 2025 |
| Christopher Jon Powers | Global Wealth Advisors unclassified | Merit Financial Advisors independent RIA | Other | Jan 2, 2026 | Aug 15, 2025 |
| Patrick Stephen Beale | Global Wealth Advisors unclassified | Merit Financial Advisors independent RIA | Other | Jan 2, 2026 | Aug 15, 2025 |
| Benjamin Thomas Murphy | Global Wealth Advisors unclassified | Merit Financial Advisors independent RIA | Other | Jan 2, 2026 | Aug 16, 2025 |
| Kamryn Ann Markus | Global Wealth Advisors unclassified | Merit Financial Advisors independent RIA | Other | Jan 2, 2026 | Aug 15, 2025 |
| Mark Alan Zierath | Harbour Investments, Inc. independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Dec 31, 2025 | Nov 3, 2025 |
| Edwin Antonio Rodriguez | MML Investors Services, LLC BD affiliated | Merit Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2025 | Apr 17, 2026 (107 d) |
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291 moves match.