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Doane Farr Harrison

Merit Financial Advisors

Alpharetta, GA

Norman, OK

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Current Employers
Merit Financial Advisors

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-03-07
OK RA APPROVED 2021-01-12
  • TX RA
    APPROVED_RES
    Since 2022-03-07
  • OK RA
    APPROVED
    Since 2021-01-12

Branch Locations

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

131 East Main Street Suite 201, Norman, OK 73069 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Avantax Insurance Services, Inc. Norman OK 02/2001 01/2021
1St Global Capital Corp Norman OK 08/2000 10/2019
1St Global Advisors, Inc Norman OK 01/2001 10/2019
Harrison Henderson, Pllc Norman OK 02/2014 Present
Avantax Advisory Services Norman OK 10/2019 01/2021
Avantax Investment Services, Inc. Norman OK 10/2019 01/2021
Lpl Financial, Llc Norman OK 01/2021 08/2024
Merit Financial Group, Llc Norman OK 01/2021 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2000-11-01
  • S66 Uniform Combined State Law Examination
    2000-11-01

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