Doane Farr Harrison

Employer firm

Merit Financial Advisors CRD 142457

$23.9B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2001 → 01/2021
  Avantax Insurance Services, Inc.
  Norman, OK
• 08/2000 → 10/2019
  1St Global Capital Corp
  Norman, OK
• 01/2001 → 10/2019
  1St Global Advisors, Inc
  Norman, OK
• 02/2014 → Present
  Harrison Henderson, Pllc
  Norman, OK
• 10/2019 → 01/2021
  Avantax Advisory Services
  Norman, OK
• 10/2019 → 01/2021
  Avantax Investment Services, Inc.
  Norman, OK
• 01/2021 → 08/2024
  Lpl Financial, Llc
  Norman, OK
• 01/2021 → Present
  Merit Financial Group, Llc
  Norman, OK

Previous Registrations

• 2019-10-25 → 2021-01-15
  Avantax Advisory Services
  Irving, TX
• 2001-02-05 → 2019-10-25
  1St Global Advisors Inc
  Norman, OK

Other Businesses

1) 3/2008 - Business Owner - DRF Minerals, LLC - Not Investment Related - 5% - Norman, OK 73069 2) Merit Financial Advisors. Investment Related. At Registered Location. RIA. IAR. 01/2021.160. 8. IAR - advise clients on investments 3) 1/12/2021 - W.J.S 2012 Trust - Not Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Trustee - Started 12/31/2012 - 2 Hours Per Month/1 Hour During Securities Trading - Time Spent 1%. 4) 1/12/2021 - K.A.C. 2012 Trust - Not Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Trustee - Started 12/31/2012 - 2 Hours Per Month/1 Hour During Securities Trading - Time Spent 1%. 5) 1/12/2021 - J.S.J 2012 Trust - Not Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Trustee - Started 12/31/2012 - 2 Hours Per Month/1 Hour During Securities Trading - Time Spent 1%. 6) Harrison For Norman Ward 4 2022; Not investment-related; 131 E Main St #201 Norman OK 73069; This was a political campaign for a municipal office, City Council of Norman OK.; Owner; 12/01/2021; 5 hours monthly; 0 hours during securities trading hours

Exams

• S66 Uniform Combined State Law Examination
  2000-11-01