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15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-12 |
Branch Locations
15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224 • United States
2000 Meridian Blvd Suite 270, Franklin, TN 37067 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merit Wealth Management, Llc | Bend | OR | 09/2008 | 05/2024 |
| Merit Risk Management, Llc | Bend | OR | 02/2009 | 12/2017 |
| Tru Independence Asset Management 2, Llc Dba Merit Wealth Mgmt | Portland | OR | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-10 |
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