Derek Todd Merkler

Current Employers

Employment History

• 05/2009 → 07/2017
  Us Army
  Ft Hood, TX
• 01/2017 → 12/2020
  Parsonex Advisory Services, Inc.
  Englewood, CO
• 08/2019 → 12/2020
  Borg Warner
  Seneca, SC
• 03/2020 → 05/2024
  Trophy Point Financial Planning Llc
  Georgetown, KY
• 09/2021 → 07/2024
  Greenheck Group
  Frankfort, KY
• 03/2024 → Present
  Xypn Invest
  Georgetown, KY
• 02/2025 → Present
  Nectarine
  Georgetown, KY
• 01/2025 → Present
  Trophy Point Financial Planning, Llc
  Georgetown, KY

Previous Registrations

• 2020-08-18 → 2024-05-31
  Trophy Point Financial Planning Llc
  Georgetown, KY
  Georgetown, KY
• 2017-01-07 → 2020-12-31
  Parsonex Advisory Services, Inc.
  Harker Heights, TX
  Englewood, CO
  Kyle, TX
  Seneca, SC
  Englewood, CO

Other Businesses

Trophy Point Thoroughbreds, LLC Not investment-related Private residence in Georgetown, KY Thoroughbred Horse Breeding and Racing Member/Manager Start date: 11/2019 Approximate number of hours/month: 15 hours Approximate number of hours during securities trading hours: 5 Managing a small breeding and racing operation. Trophy Point Financial Planning LLC Not investment-related Private residence in Georgetown, KY Bookkeeping & Tax Preparation Member/Manager Start date: 01/2025 Approximate number of hours/month: 10 hours Approximate number of hours during securities trading hours: 0 Bookkeeping and tax preparation on behalf of financial planning and non-financial planning clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-01-07

Designations

Other Names

• Derek Merkler