Paul Lansing Merritt

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-11-23
VA	RA	APPROVED	2025-11-17

TX RA
APPROVED_RES

Since 2025-11-23
VA RA
APPROVED

Since 2025-11-17

Branch Locations

Virginia Beach, VA • 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

Organization	City	State	From	To
Commonwealth Financial Network	Waltham	MA	05/2009	11/2025
Raymond James Financial Services, Inc.	Virginia Beach	VA	11/2025	Present
Raymond James Financial Services Advisors, Inc.	Virginia Beach	VA	11/2025	Present

05/2009 → 11/2025

Commonwealth Financial Network

Waltham, MA
11/2025 → Present

Raymond James Financial Services, Inc.

Virginia Beach, VA
11/2025 → Present

Raymond James Financial Services Advisors, Inc.

Virginia Beach, VA

Previous Registrations

2009-05-29 → 2025-11-17

Commonwealth Financial Network

Waltham, MA

Virginia Beach, VA
1999-06-11 → 2009-06-03

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Norfolk, VA

Norfolk, VA

Other Businesses

NTrust Wealth Management; not investment related; Virginia Beach, VA; DBA/support company; Advisor; Started 03/2009; 0hrs/month; 0hrs/month during trading hours; Owner

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	1999-06-02

S66 Uniform Combined State Law Examination

1999-06-02

Other Names

Paul L Merritt

View on SEC IAPD