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Ashley Dawn Anderson

Merit Financial Advisors

Pocatello, ID

Alpharetta, GA

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Current Employers
Merit Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-03-14
  • ID RA
    APPROVED
    Since 2025-03-14

Branch Locations

275 S. 5Th Ave, Ste 151, Pocatello, ID 83201 • 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
Sanctuary Wealth Management Pocatello ID 07/2018 03/2025
Ireland Bank Pocatello ID 04/2013 08/2018
Merit Financial Advisors Alpharetta GA 03/2025 Present
  • 07/2018 → 03/2025
    Sanctuary Wealth Management
    Pocatello, ID
  • 04/2013 → 08/2018
    Ireland Bank
    Pocatello, ID
  • 03/2025 → Present
    Merit Financial Advisors
    Alpharetta, GA
Previous Registrations
  • 2021-04-27 → 2025-03-14
    Sanctuary Wealth Management, Llc
    Pocatello, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-03
  • S65 Uniform Investment Adviser Law Examination
    2021-02-03
Other Names
  • Ashley Dawn Peterson

View on SEC IAPD

Other Firms

D.A. DAVIDSON & CO.
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MATTERHORN FINANCIAL PLANNING
JORDAN WEALTH MANAGEMENT
OSAIC ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.

Other Investors

Austin Webb Smellie
JOEL DANIEL PHILLIPS
LAUREN MICHELLE DALTON
BRETT DAVID ROBISON
Andrew Jacob Cortez
GENE CLAY ESPLIN
Ty Thayne Gentry
KELLI ANN JENSEN

Other Offices

D.A. DAVIDSON & CO. · POCATELLO, ID
CETERA INVESTMENT ADVISERS LLC · POCATELLO, ID
STATE FARM INVESTMENT MANAGEMENT CORP. · Pocatello, ID
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · POCATELLO, ID
MATTERHORN FINANCIAL PLANNING · POCATELLO, ID
JORDAN WEALTH MANAGEMENT · POCATELLO, ID
OSAIC ADVISORY SERVICES, LLC · POCATELLO, ID
OSAIC WEALTH, INC. · POCATELLO, ID

More in Pocatello, ID

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