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Merit Financial Advisors CRD 142457
$23.9B regulatory AUM 3 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | TEMPREG | 2026-08-24 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-21 |
| CA | RA | APPROVED | 2024-02-01 |
| WA | RA | APPROVED | 2024-01-31 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
10900 Ne 8Th Street Suite 1670, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Seattle | WA | 04/2013 | 07/2017 |
| E*Trade Capital Management | Seattle | WA | 04/2013 | 07/2017 |
| E*Trade Capital Management Llc | Seattle | WA | 07/2017 | 02/2020 |
| E*Trade Securities Llc | Seattle | WA | 07/2017 | 02/2020 |
| E*Trade Securities Llc | Seattle | WA | 02/2020 | 01/2021 |
| E*Trade Capital Management Llc | Seattle | WA | 02/2020 | 01/2021 |
| E*Trade Securities Llc | Kirkland | WA | 01/2021 | 07/2023 |
| E*Trade Capital Management Llc | Kirkland | WA | 01/2021 | 07/2023 |
| Morgan Stanley | Kirkland | WA | 01/2023 | 07/2023 |
| Lido Advisors, Llc | Seattle | WA | 01/2024 | 08/2026 |
| Unemployed | Bothell | WA | 07/2023 | 01/2024 |
| Merit Financial Advisors | Alpharetta | GA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-04 |
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