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William Bernard Spalding

Merit Financial Advisors

Alpharetta, GA

Atlanta, GA

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Current Employers
Merit Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-05-19
  • GA RA
    APPROVED
    Since 2025-05-19

Branch Locations

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

Atlanta, GA • 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
Bill Spalding Financial Services Atlanta GA 06/1996 04/2025
Merit Financial Advisors Alpharetta GA 04/2025 Present
Bill Spalding Wealth Management Atlanta GA 01/2011 04/2025
  • 06/1996 → 04/2025
    Bill Spalding Financial Services
    Atlanta, GA
  • 04/2025 → Present
    Merit Financial Advisors
    Alpharetta, GA
  • 01/2011 → 04/2025
    Bill Spalding Wealth Management
    Atlanta, GA
Previous Registrations
  • 2011-04-21 → 2025-04-23
    Bill Spalding Wealth Management
    Atlanta, GA
  • 2002-07-23 → 2011-10-21
    Securities America Advisors, Inc.
    Atlanta, GA
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-11-16
S63 Uniform Securities Agent State Law Examination 1981-08-07
  • S65 Uniform Investment Adviser Law Examination
    1993-11-16
  • S63 Uniform Securities Agent State Law Examination
    1981-08-07

View on SEC IAPD

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Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
LADENBURG THALMANN ASSET MANAGEMENT INC · Norcross, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · ALPHARETTA, GA

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