Giancarlo Lamourtte

Current Employers

Merited Wealth, Llc

1666 79Th Street Causeway Suite 501, North Bay Village, FL 33141 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2021-05-18

FL RA
APPROVED

Since 2021-05-18

Branch Locations

1666 79Th Street Causeway Suite 501, North Bay Village, FL 33141 • 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

Organization	City	State	From	To
Cambridge Investment Research Advisors, Inc	Fairfield	IA	07/2019	12/2019
Cambridge Investment Research Advisors, Inc	Fairfield	IA	07/2019	12/2019
Raymond James	Miami	FL	06/2018	08/2018
Merited Wealth, Llc (Fka Stephen A. Taylor Wealth Management)	North Bay Village	FL	06/2019	Present
Student	Miami	FL	07/2009	05/2020

07/2019 → 12/2019

Cambridge Investment Research Advisors, Inc

Fairfield, IA
07/2019 → 12/2019

Cambridge Investment Research Advisors, Inc

Fairfield, IA
06/2018 → 08/2018

Raymond James

Miami, FL
06/2019 → Present

Merited Wealth, Llc (Fka Stephen A. Taylor Wealth Management)

North Bay Village, FL
07/2009 → 05/2020

Student

Miami, FL

Previous Registrations

2019-10-31 → 2019-12-31

Cambridge Investment Research Advisors, Inc.

Miami, FL

Other Businesses

1) The Financial Planning Association of Miami, Inc., Member on the Board of Directors, 7.2023, hours per month, approximately 2) Independent Insurance Agent, Miami FL, 3/2023, an Independent Insurance Agent for various insurance companies, Inv. related, less than 3 hours per week.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-10-09

S65 Uniform Investment Adviser Law Examination

2019-10-09

Designations

View on SEC IAPD