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Austin Webb Smellie

Merit Financial Advisors

Pocatello, ID

Alpharetta, GA

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Current Employers
Merit Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-03-14
  • ID RA
    APPROVED
    Since 2025-03-14

Branch Locations

275 S. 5Th Ave, Ste 151, Pocatello, ID 83201 • United States

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • 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
Sanctuary Wealth Management Pocatello ID 09/2023 03/2025
Sanctuary Wealth Management Pocatello ID 06/2023 09/2023
Idaho State University Pocatello ID 06/2018 05/2023
Church Of Jesus Christ Of Latter-Day Saints Buenos Aires 06/2016 06/2018
Merit Financial Advisors Alpharetta GA 03/2025 Present
  • 09/2023 → 03/2025
    Sanctuary Wealth Management
    Pocatello, ID
  • 06/2023 → 09/2023
    Sanctuary Wealth Management
    Pocatello, ID
  • 06/2018 → 05/2023
    Idaho State University
    Pocatello, ID
  • 06/2016 → 06/2018
    Church Of Jesus Christ Of Latter-Day Saints
    Buenos Aires
  • 03/2025 → Present
    Merit Financial Advisors
    Alpharetta, GA
Previous Registrations
  • 2023-12-01 → 2025-03-14
    Sanctuary Wealth Management, Llc
    Pocatello, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-01
  • S65 Uniform Investment Adviser Law Examination
    2023-12-01

View on SEC IAPD

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MATTERHORN FINANCIAL PLANNING
JORDAN WEALTH MANAGEMENT
OSAIC ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.

Other Investors

JOEL DANIEL PHILLIPS
LAUREN MICHELLE DALTON
Ashley Dawn Anderson
BRETT DAVID ROBISON
Andrew Jacob Cortez
GENE CLAY ESPLIN
Ty Thayne Gentry
KELLI ANN JENSEN

Other Offices

D.A. DAVIDSON & CO. · POCATELLO, ID
CETERA INVESTMENT ADVISERS LLC · POCATELLO, ID
STATE FARM INVESTMENT MANAGEMENT CORP. · Pocatello, ID
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · POCATELLO, ID
MATTERHORN FINANCIAL PLANNING · POCATELLO, ID
JORDAN WEALTH MANAGEMENT · POCATELLO, ID
OSAIC ADVISORY SERVICES, LLC · POCATELLO, ID
OSAIC WEALTH, INC. · POCATELLO, ID

More in Pocatello, ID

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