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Current Employers
Merit Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2026-02-19
  • KS RA
    APPROVED
    Since 2026-02-19

Branch Locations

5825 Sw 29Th Street, Suite 101, Topeka, KS 66614 • United States

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • 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
1St Global Capital Corp Topeka KS 11/2007 10/2019
Ssc Advisors, Inc. Topeka KS 10/1998 Present
1St Global Advisors, Inc Topeka KS 11/2007 10/2019
Avantax Investment Services, Inc. Topeka KS 10/2019 09/2020
Avantax Advisory Services Irving TX 10/2019 09/2020
Wealthcare Advisory Partners, Llc Topeka KS 09/2020 Present
Merit Financial Advisors Alpharetta GA 02/2026 Present
  • 11/2007 → 10/2019
    1St Global Capital Corp
    Topeka, KS
  • 10/1998 → Present
    Ssc Advisors, Inc.
    Topeka, KS
  • 11/2007 → 10/2019
    1St Global Advisors, Inc
    Topeka, KS
  • 10/2019 → 09/2020
    Avantax Investment Services, Inc.
    Topeka, KS
  • 10/2019 → 09/2020
    Avantax Advisory Services
    Irving, TX
  • 09/2020 → Present
    Topeka, KS
  • 02/2026 → Present
    Alpharetta, GA
Previous Registrations
  • 2020-09-11 → 2026-02-25
    Topeka, KS
    West Chester, PA
  • 2019-10-25 → 2020-09-15
    Avantax Advisory Services
    Irving, TX
  • 2007-12-03 → 2019-10-25
    1St Global Advisors Inc
    Topeka, KS
Other Businesses

1) TTEE FBO WILLIAM & MARY JANE PRYOR ILIT POSITION: OFFICER OF CPA FIRM NATURE: LIFE INSURANCE TRUSTEE CPA FIRM INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2008 ADDRESS: Topeka KS 66614, United States DESCRIPTION: ILIT OWNS A LIFE INSURANCE POLICY FOR BENEFIT OF BENEFICIARIES; CPA FIRM IS A TRUSTEE. I AM AN OFFICER OF CPA FIRM AND ACT ON BEHALF OF FIRM 2) SS&C BUSINESS & TAX SERVICES, INC. POSITION: CERTIFIED PUBLIC ACCOUNTANT NATURE: CPA firm INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/1998 DESCRIPTION: CPA 3) SSC ADVISORS, INC.; POSITION: CERTIFIED PUBLIC ACCOUNTANT NATURE: CPA firm. INVESTMENT RELATED: NO NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/30/1998 ADDRESS: 5825 SW 29th St, Topeka KS 66614, United States DESCRIPTION: I am an officer/partner in the CPA firm 4) SS&C REAL ESTATE, LLC; POSITION: PARTNER IN LLC; NATURE: COMMERCIAL REAL ESTATE; INVESTMENT RELATED: NO; NUMBER OF HOURS: 1 PER MONTH; START DATE: 01/01/2010; ADDRESS: 5825 SW 29th ST., TOPEKA KS 66614; DUTIES: PAY BILLS, TAX RETURNS, BOOKKEEPING, ARRANGE REPAIRS, NEGOTIATE LEASES; COMPENSATION RECEIVED. 5) Topeka Community Foundation; Treasurer; non-investment related; 01/2022; Topeka, KS; TCF connects donors with their interest and community needs, increasing charitable giving in our community, providing leadership on key community issues and ensuring stewardship and accountability for effective community investment of donor dollars.; Duties: Reviews monthly financial reporting prepared by the in house staff accountants and the liaison between the board and the financial reporting. Serves as a member of the audit committee for the board which oversees the annual audit. Also serves as a member of the Asset Allocation Advisory Committee. This committee is responsible for overseeing the third party IAR that manages the assets of the foundation. Less than 10% of time during non-trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-30
  • S66 Uniform Combined State Law Examination
    2007-11-30
Other Names
  • Brian P. Long

View on SEC IAPD

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