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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-16 |
Branch Locations
3219 College Ave, Suite 1, Snyder, TX 79549 • United States
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hoyle Partain And Company Llc | Snyder | TX | 07/2011 | 08/2025 |
| Commonwealth Financial Network | Waltham | MA | 10/2014 | 08/2025 |
| Global Wealth Advisors | Midland | TX | 10/2014 | 08/2025 |
| Merit Financial Advisors | Alpharetta | GA | 08/2025 | Present |
| Purshe Kaplan Sterling Investments | Madison | NY | 08/2025 | Present |
1) Merit Financial Advisors. Investment-related. At registered location. RIA. Financial Advisor. Start date: 08/2015. 160 hrs/month; all during trading hours. Provide advice to clients. 2. Tax Preparation, Partain Spear, LLC; Located at 2721 81st St, Lubbock, TX 79423, as of 1/01/2011; Less than 10% of time spent during business hours; Not conducted at branch; Not investment related 3. Murphy Brothers Cattle Company, LLC, manager of finance and 50% owner of family owned private entity created for operating cattle ranch, not conducted at branch, not investment-related. 4. Owner of rental property located in Snyder, TX; As of 08/15/2018; Approximately 2% time spent during securities trading hours per month; Not conducted at branch location; Investment related. 5. Co-owner, Brent Murphy, LLC; private entity established as a holding company for Brent Murphy Family LP; Located in Ira, TX; as of 01/05/2025; 1% of time spent during business hours; Not conducted at branch location; investment related. 6. Co-owner; Brent Murphy Family, LP; an entity created for the purpose of owning farmland located in Ira, TX , as of 01/05/2025; 2% time spent during business hours; Not conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-25 |
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