Gary James Merge

Current Employers

Employment History

• 07/1999 → Present
  Raymond James Financial Services, Inc.
  Allison Park, PA
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Allison Park, PA
• 12/2012 → 04/2019
  Vissman Management Llc
  Washington, PA
• 01/2004 → 11/2024
  Merge & Associates, Inc
  Tarentum, PA
• 11/2012 → Present
  Kline, Keppel, Koryak, Pc
  Tarentum, PA

Previous Registrations

• 1998-01-27 → 2004-03-04
  Allegheny Capital Management, Inc
  Tarentum, PA

Other Businesses

(1) Name of Business: Address: 135 East Sixth Avenue, Tarentum, PA, 15084, United States Activity Type: Non-variable Insurance Position/Title: Owner Investment Related: Yes Start Date: 12/31/2003 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: NOT REQUIRED AT TIME OF SUBMISSION (2) Name of Business: Avalotis Corporation Address: 400 Jones Street, Verona, PA, 15147, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board, Director Investment Related: No Start Date: 12/31/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board of Director - Advise on Business Decisions/Strategy (3) Name of Business: Dukovich Financial Services, Inc Address: 135 E 6th Ave, Tarentum, PA, 15084, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 05/31/2004 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sales & Marketing (4) Name of Business: Heritage Oaks Homeowners Association, Inc Address: 3293 North Hills Road, Murrysville, PA, 15668, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 02/24/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Approve accounts payable vouchers, review monthly financial statements prepared by outside management company and bank statement, sign tax report prepared by outside CPA firm, review and approve budget prepared by outside management company, oversee outside management company to ensure timely reporting (5) Name of Business: Merge & Associates, Inc Address: 3293 North Hills Road, Murrysville, PA, 15668, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/31/2003 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of support company

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-01-25
• S63 Uniform Securities Agent State Law Examination
  1985-09-18

Designations

Other Names

• Gary James Merge