MERIT FINANCIAL GROUP, LLC
Legal name: MERIT FINANCIAL ADVISORS
CRD #142457 SEC #801-67462 ALPHARETTA, GA 678-867-7050
SEC Registered
Total AUM
$10.6B
Discretionary
$10.6B
Employees
279
Clients
--
Accounts
31,882
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 12, 2025
- Branch Offices
- 59
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAXLEY, JOHN, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXLEY, JOHN, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXLEY, JOHN, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXLEY, JOHN, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXLEY, JOHN, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXLEY, JOHN, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXLEY, JOHN, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXLEY, JOHN, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXLEY, JOHN, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXLEY, JOHN, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXLEY, JOHN, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXLEY, JOHN, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXLEY, JOHN, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXLEY, JOHN, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXLEY, JOHN, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLANTON, DOUGLAS, LEE | I | CHIEF INVESTMENT OFFICER / CHIEF FINANCIAL OFFICER | NA | |
| BLANTON, DOUGLAS, LEE | I | CHIEF INVESTMENT OFFICER / CHIEF FINANCIAL OFFICER | NA | |
| BLANTON, DOUGLAS, LEE | I | CHIEF INVESTMENT OFFICER / CHIEF FINANCIAL OFFICER | NA | |
| BLANTON, DOUGLAS, LEE | I | CHIEF INVESTMENT OFFICER / CHIEF FINANCIAL OFFICER | NA | |
| BLANTON, DOUGLAS, LEE | I | CHIEF INVESTMENT OFFICER / CHIEF FINANCIAL OFFICER | NA | |
| BLANTON, DOUGLAS, LEE | I | CHIEF INVESTMENT OFFICER / CHIEF FINANCIAL OFFICER | NA | |
| BLANTON, DOUGLAS, LEE | I | CHIEF INVESTMENT OFFICER / CHIEF FINANCIAL OFFICER | NA | |
| BLANTON, DOUGLAS, LEE | I | CHIEF INVESTMENT OFFICER / CHIEF FINANCIAL OFFICER | NA | |
| BLANTON, DOUGLAS, LEE | I | CHIEF INVESTMENT OFFICER / CHIEF FINANCIAL OFFICER | NA | |
| BLANTON, DOUGLAS, LEE | I | CHIEF INVESTMENT OFFICER / CHIEF FINANCIAL OFFICER | NA | |
| BLANTON, DOUGLAS, LEE | I | CHIEF INVESTMENT OFFICER / CHIEF FINANCIAL OFFICER | NA | |
| BLANTON, DOUGLAS, LEE | I | CHIEF INVESTMENT OFFICER / CHIEF FINANCIAL OFFICER | NA | |
| BLANTON, DOUGLAS, LEE | I | CHIEF INVESTMENT OFFICER / CHIEF FINANCIAL OFFICER | NA | |
| BLANTON, DOUGLAS, LEE | I | CHIEF INVESTMENT OFFICER / CHIEF FINANCIAL OFFICER | NA | |
| BLANTON, DOUGLAS, LEE | I | CHIEF INVESTMENT OFFICER / CHIEF FINANCIAL OFFICER | NA | |
| BLANTON, DOUGLAS, LEE | I | CHIEF INVESTMENT OFFICER / CHIEF FINANCIAL OFFICER | NA | |
| BLANTON, DOUGLAS, LEE | I | CHIEF INVESTMENT OFFICER / CHIEF FINANCIAL OFFICER | NA | Control |
| BLANTON, DOUGLAS, LEE | I | CHIEF INVESTMENT OFFICER / CHIEF FINANCIAL OFFICER | NA | Control |
| BLANTON, DOUGLAS, LEE | I | CHIEF INVESTMENT OFFICER / CHIEF FINANCIAL OFFICER | NA | Control |
| BLANTON, DOUGLAS, LEE | I | CHIEF INVESTMENT OFFICER / CHIEF FINANCIAL OFFICER | NA | Control |
| BLANTON, DOUGLAS, LEE | I | CHIEF INVESTMENT OFFICER / CHIEF FINANCIAL OFFICER | NA | Control |
| BLANTON, DOUGLAS, LEE | I | CHIEF INVESTMENT OFFICER / CHIEF FINANCIAL OFFICER | NA | Control |
| BLANTON, DOUGLAS, LEE | I | CHIEF INVESTMENT OFFICER / CHIEF FINANCIAL OFFICER | NA | Control |
| CHRISTENSEN, MARK, ROALD | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTENSEN, MARK, ROALD | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTENSEN, MARK, ROALD | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTENSEN, MARK, ROALD | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTENSEN, MARK, ROALD | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTENSEN, MARK, ROALD | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTENSEN, MARK, ROALD | I | CHIEF COMPLIANCE OFFICER | NA | |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KENT, RICK, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LEE, CHRISSY, A | I | CHIEF OPERATING OFFICER/CCO | NA | Control |
| LEE, CHRISSY, A | I | CHIEF OPERATING OFFICER | NA | Control |
| LEE, CHRISSY, A | I | CHIEF OPERATING OFFICER | NA | Control |
| LEE, CHRISSY, A | I | CHIEF OPERATING OFFICER | NA | Control |
| LEE, CHRISSY, A | I | CHIEF OPERATING OFFICER/CCO | NA | Control |
| LEE, CHRISSY, A | I | CHIEF OPERATING OFFICER | NA | Control |
| LEE, CHRISSY, A | I | CHIEF OPERATING OFFICER | NA | Control |
| LEE, CHRISSY, A | I | CHIEF OPERATING OFFICER | NA | Control |
| LEE, CHRISSY, A | I | CHIEF OPERATING OFFICER | NA | Control |
| LEE, CHRISSY, A | I | CHIEF OPERATING OFFICER | NA | Control |
| LEE, CHRISSY, A | I | CHIEF OPERATING OFFICER | NA | Control |
| LEE, CHRISSY, A | I | CHIEF OPERATING OFFICER | NA | Control |
| LEE, CHRISSY, A | I | CHIEF OPERATING OFFICER | NA | Control |
| LEE, CHRISSY, A | I | CHIEF OPERATING OFFICER | NA | Control |
| LEE, CHRISSY, A | I | CHIEF OPERATING OFFICER | NA | Control |
| LEE, CHRISSY, A | I | CHIEF OPERATING OFFICER | NA | Control |
| LEE, CHRISSY, A | I | CHIEF OPERATING OFFICER | NA | Control |
| LEE, CHRISSY, A | I | CHIEF OPERATING OFFICER | NA | Control |
| LEE, CHRISSY, A | I | CHIEF OPERATING OFFICER | NA | Control |
| MAYHUE, KAY, LYNN | I | PRESIDENT | NA | Control |
| MAYHUE, KAY, LYNN | I | PRESIDENT | NA | Control |
| MAYHUE, KAY, LYNN | I | PRESIDENT | NA | Control |
| MAYHUE, KAY, LYNN | I | PRESIDENT | NA | Control |
| MAYHUE, KAY, LYNN | I | PRESIDENT | NA | Control |
| MAYHUE, KAY, LYNN | I | PRESIDENT | NA | Control |
| MAYHUE, KAY, LYNN | I | PRESIDENT | NA | Control |
| MAYHUE, KAY, LYNN | I | PRESIDENT | NA | Control |
| MAYHUE, KAY, LYNN | I | PRESIDENT | NA | Control |
| MAYHUE, KAY, LYNN | I | PRESIDENT | NA | Control |
| MAYHUE, KAY, LYNN | I | PRESIDENT | NA | Control |
| MAYHUE, KAY, LYNN | I | PRESIDENT | NA | Control |
| MAYHUE, KAY, LYNN | I | PRESIDENT | NA | Control |
| MAYHUE, KAY, LYNN | I | PRESIDENT | NA | Control |
| MAYHUE, KAY, LYNN | I | PRESIDENT | NA | Control |
| MAYHUE, KAY, LYNN | I | PRESIDENT | NA | Control |
| MAYHUE, KAY, LYNN | I | PRESIDENT | NA | Control |
| MAYHUE, KAY, LYNN | I | PRESIDENT | NA | Control |
| MAYHUE, KAY, LYNN | I | PRESIDENT | NA | Control |
| MAYHUE, KAY, LYNN | I | PRESIDENT | NA | Control |
| MAYHUE, KAY, LYNN | I | PRESIDENT | NA | Control |
| MAYHUE, KAY, LYNN | I | PRESIDENT | NA | Control |
| MAYHUE, KAY, LYNN | I | PRESIDENT | NA | Control |
| MAYHUE, KAY, LYNN | I | PRESIDENT | NA | Control |
| Mitchell, Michael, Kevin | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Mitchell, Michael, Kevin | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Mitchell, Michael, Kevin | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Mitchell, Michael, Kevin | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Mitchell, Michael, Kevin | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Mitchell, Michael, Kevin | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Mitchell, Michael, Kevin | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Mitchell, Michael, Kevin | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Mitchell, Michael, Kevin | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Mitchell, Michael, Kevin | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Mitchell, Michael, Kevin | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Mitchell, Michael, Kevin | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Mitchell, Michael, Kevin | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Mitchell, Michael, Kevin | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Mitchell, Michael, Kevin | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Mitchell, Michael, Kevin | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Mitchell, Michael, Kevin | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WOOD, AMELIA, BABASA | I | CHIEF OPERATING OFFICER | NA | |
| WOOD, AMELIA, BABASA | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | |
| WOOD, AMELIA, BABASA | I | CHIEF OPERATING OFFICER | NA | |
| WOOD, AMELIA, BABASA | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | |
| WOOD, AMELIA, BABASA | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | |
| WOOD, AMELIA, BABASA | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | |
| WOOD, AMELIA, BABASA | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | |
| WOOD, AMELIA, BABASA | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | |
| WOOD, AMELIA, BABASA | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | |
| WOOD, AMELIA, BABASA | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | |
| WOOD, AMELIA, BABASA | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | |
| WOOD, AMELIA, BABASA | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | |
| WOOD, AMELIA, BABASA | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | |
| WOOD, AMELIA, BABASA | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | |
| WOOD, AMELIA, BABASA | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | |
| WOOD, AMELIA, BABASA | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | |
| KENT, RICK, LEE | I | PRESIDENT/SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | E | Control |
| KENT, RICK, LEE | I | PRESIDENT/SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | E | Control |
| KENT, RICK, LEE | I | PRESIDENT/SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | E | Control |
| KENT, RICK, LEE | I | PRESIDENT/SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | E | Control |
| KENT, RICK, LEE | I | PRESIDENT/SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | E | Control |
| KENT, RICK, LEE | I | PRESIDENT/SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | E | Control |
| KENT, RICK, LEE | I | PRESIDENT/SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | E | Control |
| KENT, RICK, LEE | I | PRESIDENT/SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | E | Control |
| KENT, RICK, LEE | I | PRESIDENT/SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | E | Control |
| KENT, RICK, LEE | I | PRESIDENT/SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | E | Control |
| KENT, RICK, LEE | I | PRESIDENT/SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | E | Control |
| KENT, RICK, LEE | I | PRESIDENT/SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | E | Control |
| KENT, RICK, LEE | I | PRESIDENT/SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | E | Control |
| MERIT FINANCIAL INC. | DE | OWNER | E | Control |
| MERIT FINANCIAL INC. | DE | OWNER | E | Control |
| MERIT FINANCIAL INC. | DE | OWNER | E | Control |
| MERIT FINANCIAL INC. | DE | OWNER | E | Control |
| MERIT FINANCIAL INC. | DE | OWNER | E | Control |
| MERIT FINANCIAL INC. | DE | OWNER | E | Control |
| MERIT FINANCIAL INC. | DE | OWNER | E | Control |
| MERIT FINANCIAL, INC. | DE | OWNER | E | Control |
| MERIT FINANCIAL, INC. | DE | OWNER | E | Control |
| MERIT FINANCIAL, INC. | DE | OWNER | E | Control |
| MERIT FINANCIAL, INC. | DE | OWNER | E | Control |
| MERIT FINANCIAL, INC. | DE | OWNER | E | Control |
| MERIT HOLDINGS, LLC | DE | HOLDING COMPANY OWNER OF INVESTMENT ADVISER | E | Control |
| MERIT HOLDINGS, LLC | DE | HOLDING COMPANY OWNER OF THE INVESTMENT ADVISER | E | Control |
| MERIT HOLDINGS, LLC | DE | HOLDING COMPANY OWNER OF THE INVESTMENT ADVISER | E | Control |
| MERIT HOLDINGS, LLC | DE | HOLDING COMPANY OWNER OF THE INVESTMENT ADVISER | E | Control |
| MERIT HOLDINGS, LLC | DE | HOLDING COMPANY OWNER OF THE INVESTMENT ADVISER | E | Control |
| MERIT HOLDINGS, LLC | DE | HOLDING COMPANY OWNER OF THE INVESTMENT ADVISER | E | Control |
| MERIT HOLDINGS, LLC | DE | HOLDING COMPANY OWNER OF THE INVESTMENT ADVISER | E | Control |
| MERIT HOLDINGS, LLC | DE | HOLDING COMPANY OWNER OF THE INVESTMENT ADVISER | E | Control |
| MERIT HOLDINGS, LLC | DE | HOLDING COMPANY OWNER OF THE INVESTMENT ADVISER | E | Control |
| MERIT HOLDINGS, LLC | DE | HOLDING COMPANY OWNER OF THE INVESTMENT ADVISER | E | Control |
| MERIT HOLDINGS, LLC | DE | HOLDING COMPANY OWNER OF THE INVESTMENT ADVISER | E | Control |
| MERIT HOLDINGS, LLC | DE | HOLDING COMPANY OWNER OF THE INVESTMENT ADVISER | E | Control |
| MERIT HOLDINGS, LLC | DE | HOLDING COMPANY OWNER OF THE INVESTMENT ADVISER | E | Control |
| MERIT INTERMEDIATE HOLDINGS, LLC | DE | INTERMEDIATE HOLDING COMPANY OWNER OF THE INVESTMENT ADVISER | E | Control |
| MERIT INTERMEDIATE HOLDINGS, LLC | DE | INTERMEDIATE HOLDING COMPANY OWNER OF THE INVESTMENT ADVISER | E | Control |
| MERIT INTERMEDIATE HOLDINGS, LLC | DE | INTERMEDIATE HOLDING COMPANY OWNER OF THE INVESTMENT ADVISER | E | Control |
| MERIT INTERMEDIATE HOLDINGS, LLC | DE | INTERMEDIATE HOLDING COMPANY OWNER OF THE INVESTMENT ADVISER | E | Control |
| MERIT INTERMEDIATE HOLDINGS, LLC | DE | INTERMEDIATE HOLDING COMPANY OWNER OF THE INVESTMENT ADVISER | E | Control |
| MERIT INTERMEDIATE HOLDINGS, LLC | DE | INTERMEDIATE HOLDING COMPANY OWNER OF THE INVESTMENT ADVISER | E | Control |
| MERIT INTERMEDIATE HOLDINGS, LLC | DE | HOLDING COMPANY OWNER OF THE INVESTMENT ADVISER | E | Control |
| MERIT INTERMEDIATE HOLDINGS, LLC | DE | HOLDING COMPANY OWNER OF THE INVESTMENT ADVISER | E | Control |
| MERIT INTERMEDIATE HOLDINGS, LLC | DE | HOLDING COMPANY OWNER OF THE INVESTMENT ADVISER | E | Control |
| MERIT INTERMEDIATE HOLDINGS, LLC | DE | HOLDING COMPANY OWNER OF THE INVESTMENT ADVISER | E | Control |
| MERIT INTERMEDIATE HOLDINGS, LLC | DE | HOLDING COMPANY OWNER OF THE INVESTMENT ADVISER | E | Control |
| MERIT FINANCIAL INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL, INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL, INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL, INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL, INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL, INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL, INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL, INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL, INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL, INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL, INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL, INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL, INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL, INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL, INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL, INC. | DE | OWNER | D | Control |
| MERIT FINANCIAL, INC. | DE | OWNER | D | Control |
| CPA RETIREMENT NETWORK INC. | DE | OWNER | C | Control |
| CPA RETIREMENT NETWORK INC. | DE | OWNER | C | Control |
| CPA RETIREMENT NETWORK INC. | DE | OWNER | C | Control |
| CPA RETIREMENT NETWORK INC. | DE | OWNER | C | Control |
| CPA RETIREMENT NETWORK INC. | DE | OWNER | C | Control |
| CPA RETIREMENT NETWORK INC. | DE | OWNER | C | Control |
| CPA RETIREMENT NETWORK INC. | DE | OWNER | C | Control |
| CPA RETIREMENT NETWORK INC. | DE | OWNER | C | Control |
| CPA RETIREMENT NETWORK INC. | DE | OWNER | C | Control |
| CPA RETIREMENT NETWORK INC. | DE | OWNER | C | Control |
| CPA RETIREMENT NETWORK INC. | DE | OWNER | C | Control |
| CPA RETIREMENT NETWORK INC. | DE | OWNER | C | Control |
| CPA RETIREMENT NETWORK INC. | DE | OWNER | C | Control |
| CPA RETIREMENT NETWORK INC. | DE | OWNER | C | Control |
| CPA RETIREMENT NETWORK INC. | DE | OWNER | C | Control |
| CPA RETIREMENT NETWORK INC. | DE | OWNER | C | Control |
| CPA RETIREMENT NETWORK INC. | DE | OWNER | C | Control |
| CPA RETIREMENT NETWORK INC. | DE | OWNER | C | Control |
| CPA RETIREMENT NETWORK INC. | DE | OWNER | C | Control |
| CPA RETIREMENT NETWORK INC. | DE | OWNER | C | Control |
| CPA RETIREMENT NETWORK INC. | DE | OWNER | C | Control |
| CPA RETIREMENT NETWORK INC. | DE | OWNER | C | Control |
| CPA RETIREMENT NETWORK INC. | DE | OWNER | C | Control |
| CPA RETIREMENT NETWORK INC. | DE | OWNER | C | Control |
| CPA RETIREMENT NETWORK INC. | DE | OWNER | C | Control |
| CPA RETIREMENT NETWORK INC. | DE | OWNER | C | Control |
| MERIT FINANCIAL, INC. | DE | OWNER | C | Control |
| MERIT FINANCIAL, INC. | DE | OWNER | C | Control |
| MERIT FINANCIAL, INC. | DE | OWNER | C | Control |
| PROJECT ALPHA ACQUISITION, LLC | FE | MEMBER | C | |
| PROJECT ALPHA ACQUISITION, LLC | FE | MEMBER | C | |
| PROJECT ALPHA ACQUISITION, LLC | FE | MEMBER | C | |
| PROJECT ALPHA ACQUISITION, LLC | FE | MEMBER | C | |
| FINANCIAL DEVELOPMENT SYSTEMS, LLC | DE | OWNER | B | |
| FINANCIAL DEVELOPMENT SYSTEMS, LLC | DE | OWNER | B | |
| FINANCIAL DEVELOPMENT SYSTEMS, LLC | DE | OWNER | B | |
| FINANCIAL DEVELOPMENT SYSTEMS, LLC | DE | OWNER | B | |
| FINANCIAL DEVELOPMENT SYSTEMS, LLC | DE | OWNER | B | |
| FINANCIAL DEVELOPMENT SYSTEMS, LLC | DE | OWNER | B | |
| FINANCIAL DEVELOPMENT SYSTEMS, LLC | DE | OWNER | B | |
| FINANCIAL DEVELOPMENT SYSTEMS, LLC | DE | OWNER | B | |
| FINANCIAL DEVELOPMENT SYSTEMS, LLC | DE | OWNER | B | |
| FINANCIAL DEVELOPMENT SYSTEMS, LLC | DE | OWNER | B | |
| FINANCIAL DEVELOPMENT SYSTEMS, LLC | DE | OWNER | B | |
| FINANCIAL DEVELOPMENT SYSTEMS, LLC | DE | OWNER | B | |
| FINANCIAL DEVELOPMENT SYSTEMS, LLC | DE | OWNER | B | |
| SAN SOUCI SOLUTIONS, LLC | DE | OWNER | B | |
| SANS SOUCI SOLUTIONS, LLC | DE | OWNER | B | |
| SANS SOUCI SOLUTIONS, LLC | DE | OWNER | B | |
| WISDOM THEORY FINANCIAL HOLDINGS, LLC | DE | OWNER | B | |
| WISDOM THEORY FINANCIAL HOLDINGS, LLC | DE | OWNER | B | |
| WISDOM THEORY FINANCIAL HOLDINGS, LLC | DE | OWNER | B | |
| WISDOM THEORY FINANCIAL HOLDINGS, LLC | DE | OWNER | B | |
| WISDOM THEORY FINANCIAL HOLDINGS, LLC | DE | OWNER | B | |
| WISDOM THEORY FINANCIAL HOLDINGS, LLC | DE | OWNER | B | |
| WISDOM THEORY FINANCIAL HOLDINGS, LLC | DE | OWNER | B | |
| WISDOM THEORY FINANCIAL HOLDINGS, LLC | DE | OWNER | B | |
| WISDOM THEORY FINANCIAL HOLDINGS, LLC | DE | OWNER | B | |
| WISDOM THEORY FINANCIAL HOLDINGS, LLC | DE | OWNER | B | |
| WISDOM THEORY FINANCIAL HOLDINGS, LLC | DE | OWNER | B | |
| WISDOM THEORY FINANCIAL HOLDINGS, LLC | DE | OWNER | B | |
| WISDOM THEORY FINANCIAL HOLDINGS, LLC | DE | OWNER | B | |
| WISDOM THEORY FINANCIAL HOLDINGS, LLC | DE | OWNER | B | |
| WISDOM THEORY FINANCIAL HOLDINGS, LLC | DE | OWNER | B | |
| WISDOM THEORY FINANCIAL HOLDINGS, LLC | DE | OWNER | B | |
| AFSG LLC | DE | OWNER | A | Control |
| AFSG LLC | DE | OWNER | A | Control |
| AFSG LLC | DE | OWNER | A | Control |
| AFSG LLC | DE | OWNER | A | Control |
| AFSG LLC | DE | OWNER | A | Control |
| AFSG LLC | DE | OWNER | A | Control |
| AFSG LLC | DE | OWNER | A | Control |
| AFSG LLC | DE | OWNER | A | Control |
| AFSG LLC | DE | OWNER | A | Control |
| AFSG LLC | DE | OWNER | A | Control |
| AFSG LLC | DE | OWNER | A | Control |
| AFSG LLC | DE | OWNER | A | Control |
| AFSG LLC | DE | OWNER | A | Control |
| AFSG LLC | DE | OWNER | A | Control |
| AFSG LLC | DE | OWNER | A | Control |
| AFSG LLC | DE | OWNER | A | Control |
| AFSG LLC | DE | OWNER | A | Control |
| AFSG LLC | DE | OWNER | A | Control |
| AFSG LLC | DE | OWNER | A | Control |
| AFSG LLC | DE | OWNER | A | Control |
| AFSG LLC | DE | OWNER | A | Control |
| AFSG LLC | DE | OWNER | A | Control |
| AFSG LLC | DE | OWNER | A | Control |
| AFSG LLC | DE | OWNER | A | Control |
| AFSG LLC | DE | OWNER | A | Control |
| AFSG LLC | DE | OWNER | A | Control |
| AFSG LLC | DE | OWNER | A | Control |
| AFSG LLC | DE | OWNER | A | Control |
| AFSG LLC | DE | OWNER | A | Control |
| SHARP ADVISORS, INC. | DE | OWNER | A | |
| SHARP ADVISORS, INC. | DE | OWNER | A | |
| SHARP ADVISORS, INC. | DE | OWNER | A | |
| SHARP ADVISORS, INC. | DE | OWNER | A | |
| SHARP ADVISORS, INC. | DE | OWNER | A | |
| WISDOM THEORY FINANCIAL HOLDINGS, LLC | DE | OWNER | A | |
| WISDOM THEORY FINANCIAL HOLDINGS, LLC | DE | OWNER | A | |
| WISDOM THEORY FINANCIAL HOLDINGS, LLC | DE | OWNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GERHARD, GREGORY, VINCENT | I | FINANCIAL DEVELOPMENT SYSTEMS, LLC | F | |
| GERHARD, GREGORY, VINCENT | I | FINANCIAL DEVELOPMENT SYSTEMS, LLC | F | |
| GERHARD, GREGORY, VINCENT | I | FINANCIAL DEVELOPMENT SYSTEMS, LLC | F | |
| GERHARD, GREGORY, VINCENT | I | FINANCIAL DEVELOPMENT SYSTEMS, LLC | F | |
| GERHARD, GREGORY, VINCENT | I | FINANCIAL DEVELOPMENT SYSTEMS, LLC | F | |
| GERHARD, GREGORY, VINCENT | I | FINANCIAL DEVELOPMENT SYSTEMS, LLC | F | |
| GERHARD, GREGORY, VINCENT | I | FINANCIAL DEVELOPMENT SYSTEMS, LLC | F | |
| GERHARD, GREGORY, VINCENT | I | FINANCIAL DEVELOPMENT SYSTEMS, LLC | F | |
| GERHARD, GREGORY, VINCENT | I | FINANCIAL DEVELOPMENT SYSTEMS, LLC | F | |
| GERHARD, GREGORY, VINCENT | I | FINANCIAL DEVELOPMENT SYSTEMS, LLC | F | |
| GILL, RICHARD, PASCHALL | I | MERIT HOLDINGS, LLC | F | Control |
| Kalbaugh, Andy | I | MERIT HOLDINGS, LLC | F | Control |
| SCLAFANI, RAYMOND, S | I | MERIT HOLDINGS, LLC | F | Control |
| ASPIRE HOLDINGS, LLC | DE | PROJECT ALPHA ACQUISITION, LLC | E | Control |
| ASPIRE HOLDINGS, LLC | DE | PROJECT ALPHA ACQUISITION, LLC | E | Control |
| CATAPULT INVESTMENTS, LLC | DE | PROJECT ALPHA ACQUISITION, LLC | E | |
| CATAPULT INVESTMENTS, LLC | DE | PROJECT ALPHA ACQUISITION, LLC | E | |
| CATAPULT INVESTMENTS, LLC | DE | PROJECT ALPHA ACQUISITION, LLC | E | |
| DAVIS, DENNIS, L. | I | AFSG LLC | E | Control |
| DAVIS, DENNIS, L. | I | AFSG LLC | E | Control |
| DAVIS, DENNIS, L. | I | AFSG LLC | E | Control |
| DAVIS, DENNIS, L. | I | AFSG LLC | E | Control |
| DAVIS, DENNIS, L. | I | AFSG LLC | E | Control |
| DAVIS, DENNIS, L. | I | AFSG LLC | E | Control |
| DAVIS, DENNIS, L. | I | AFSG LLC | E | Control |
| DAVIS, DENNIS, L. | I | AFSG LLC | E | Control |
| DAVIS, DENNIS, L. | I | AFSG LLC | E | Control |
| DAVIS, DENNIS, L. | I | AFSG LLC | E | Control |
| DAVIS, DENNIS, L. | I | AFSG LLC | E | Control |
| DAVIS, DENNIS, L. | I | AFSG LLC | E | Control |
| DAVIS, DENNIS, L. | I | AFSG LLC | E | Control |
| DAVIS, DENNIS, L. | I | AFSG LLC | E | Control |
| DAVIS, DENNIS, L. | I | AFSG LLC | E | Control |
| DAVIS, DENNIS, L. | I | AFSG LLC | E | Control |
| DAVIS, DENNIS, L. | I | AFSG LLC | E | Control |
| DAVIS, DENNIS, L. | I | AFSG LLC | E | Control |
| DAVIS, DENNIS, L. | I | AFSG LLC | E | Control |
| DAVIS, DENNIS, L. | I | AFSG LLC | E | Control |
| DAVIS, DENNIS, L. | I | AFSG LLC | E | Control |
| DAVIS, DENNIS, L. | I | AFSG LLC | E | Control |
| DAVIS, DENNIS, L. | I | AFSG LLC | E | Control |
| DAVIS, DENNIS, L. | I | AFSG LLC | E | Control |
| DAVIS, DENNIS, L. | I | AFSG LLC | E | Control |
| DAVIS, DENNIS, L. | I | AFSG LLC | E | Control |
| DAVIS, DENNIS, L. | I | AFSG LLC | E | Control |
| HGGC FUND IV-A, LP | DE | CATAPULT INVESTMENTS, LLC | E | |
| HGGC FUND IV-A, LP | DE | CATAPULT INVESTMENTS, LLC | E | |
| HGGC FUND IV-A, LP | DE | CATAPULT INVESTMENTS, LLC | E | |
| KENT, RICK, LEE | I | MERIT FINANCIAL INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL, INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL, INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL, INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL, INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL, INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL, INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL, INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL, INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL, INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL, INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL, INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL, INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL, INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL, INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL, INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL, INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL, INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL, INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL, INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL, INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL, INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL, INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL, INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL, INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL, INC. | E | Control |
| KENT, RICK, LEE | I | MERIT FINANCIAL, INC. | E | Control |
| MAYHUE, KAY, LYNN | I | WISDOM THEORY FINANCIAL HOLDINGS, LLC | E | Control |
| MAYHUE, KAY, LYNN | I | WISDOM THEORY FINANCIAL HOLDINGS, LLC | E | Control |
| MAYHUE, KAY, LYNN | I | WISDOM THEORY FINANCIAL HOLDINGS, LLC | E | Control |
| MAYHUE, KAY, LYNN | I | WISDOM THEORY FINANCIAL HOLDINGS, LLC | E | Control |
| MAYHUE, KAY, LYNN | I | WISDOM THEORY FINANCIAL HOLDINGS, LLC | E | Control |
| MAYHUE, KAY, LYNN | I | WISDOM THEORY FINANCIAL HOLDINGS, LLC | E | Control |
| MAYHUE, KAY, LYNN | I | WISDOM THEORY FINANCIAL HOLDINGS, LLC | E | Control |
| MAYHUE, KAY, LYNN | I | WISDOM THEORY FINANCIAL HOLDINGS, LLC | E | Control |
| MAYHUE, KAY, LYNN | I | WISDOM THEORY FINANCIAL HOLDINGS, LLC | E | Control |
| MAYHUE, KAY, LYNN | I | WISDOM THEORY FINANCIAL HOLDINGS, LLC | E | Control |
| MAYHUE, KAY, LYNN | I | WISDOM THEORY FINANCIAL HOLDINGS, LLC | E | Control |
| MAYHUE, KAY, LYNN | I | WISDOM THEORY FINANCIAL HOLDINGS, LLC | E | Control |
| MAYHUE, KAY, LYNN | I | WISDOM THEORY FINANCIAL HOLDINGS, LLC | E | Control |
| MAYHUE, KAY, LYNN | I | WISDOM THEORY FINANCIAL HOLDINGS, LLC | E | Control |
| MAYHUE, KAY, LYNN | I | WISDOM THEORY FINANCIAL HOLDINGS, LLC | E | Control |
| MAYHUE, KAY, LYNN | I | WISDOM THEORY FINANCIAL HOLDINGS, LLC | E | Control |
| MAYHUE, KAY, LYNN | I | WISDOM THEORY FINANCIAL HOLDINGS, LLC | E | Control |
| MAYHUE, KAY, LYNN | I | WISDOM THEORY FINANCIAL HOLDINGS, LLC | E | Control |
| MAYHUE, KAY, LYNN | I | WISDOM THEORY FINANCIAL HOLDINGS, LLC | E | Control |
| MERIT HOLDINGS, LLC | DE | MERIT INTERMEDIATE HOLDINGS, LLC | E | Control |
| MERIT HOLDINGS, LLC | DE | MERIT INTERMEDIATE HOLDINGS, LLC | E | Control |
| MERIT HOLDINGS, LLC | DE | MERIT INTERMEDIATE HOLDINGS, LLC | E | Control |
| MERIT HOLDINGS, LLC | DE | MERIT INTERMEDIATE HOLDINGS, LLC | E | Control |
| MERIT HOLDINGS, LLC | DE | MERIT INTERMEDIATE HOLDINGS, LLC | E | Control |
| MERIT HOLDINGS, LLC | DE | MERIT INTERMEDIATE HOLDINGS, LLC | E | Control |
| MERIT HOLDINGS, LLC | DE | MERIT INTERMEDIATE HOLDINGS, LLC | E | Control |
| MERIT HOLDINGS, LLC | DE | MERIT INTERMEDIATE HOLDINGS, LLC | E | Control |
| MERIT INTERMEDIATE HOLDINGS, LLC | DE | MERIT HOLDINGS, LLC | E | Control |
| MERIT INTERMEDIATE HOLDINGS, LLC | DE | MERIT HOLDINGS, LLC | E | Control |
| MERIT INTERMEDIATE HOLDINGS, LLC | DE | MERIT HOLDINGS, LLC | E | Control |
| MERIT INTERMEDIATE HOLDINGS, LLC | DE | MERIT HOLDINGS, LLC | E | Control |
| MERIT INTERMEDIATE HOLDINGS, LLC | DE | MERIT HOLDINGS, LLC | E | Control |
| MERIT INTERMEDIATE HOLDINGS, LLC | DE | MERIT HOLDINGS, LLC | E | Control |
| MERIT INTERMEDIATE HOLDINGS, LLC | DE | MERIT HOLDINGS, LLC | E | Control |
| MERIT INTERMEDIATE HOLDINGS, LLC | DE | MERIT HOLDINGS, LLC | E | Control |
| MERIT INTERMEDIATE HOLDINGS, LLC | DE | MERIT HOLDINGS, LLC | E | Control |
| MERIT INTERMEDIATE HOLDINGS, LLC | DE | MERIT HOLDINGS, LLC | E | Control |
| MERIT INTERMEDIATE HOLDINGS, LLC | DE | MERIT HOLDINGS, LLC | E | Control |
| MERIT INTERMEDIATE HOLDINGS, LLC | DE | MERIT HOLDINGS, LLC | E | Control |
| OWENBY, JOSEPH, L | I | FINANCIAL DEVELOPMENT SYSTEMS, LLC | E | Control |
| OWENBY, JOSEPH, L | I | FINANCIAL DEVELOPMENT SYSTEMS, LLC | E | Control |
| OWENBY, JOSEPH, L | I | FINANCIAL DEVELOPMENT SYSTEMS, LLC | E | Control |
| OWENBY, JOSEPH, L | I | FINANCIAL DEVELOPMENT SYSTEMS, LLC | E | Control |
| OWENBY, JOSEPH, L | I | FINANCIAL DEVELOPMENT SYSTEMS, LLC | E | Control |
| OWENBY, JOSEPH, L | I | FINANCIAL DEVELOPMENT SYSTEMS, LLC | E | Control |
| OWENBY, JOSEPH, L | I | FINANCIAL DEVELOPMENT SYSTEMS, LLC | E | Control |
| OWENBY, JOSEPH, L | I | FINANCIAL DEVELOPMENT SYSTEMS, LLC | E | Control |
| OWENBY, JOSEPH, L | I | FINANCIAL DEVELOPMENT SYSTEMS, LLC | E | Control |
| OWENBY, JOSEPH, L | I | FINANCIAL DEVELOPMENT SYSTEMS, LLC | E | Control |
| OWENBY, JOSEPH, L | I | FINANCIAL DEVELOPMENT SYSTEMS, LLC | E | Control |
| OWENBY, JOSEPH, L | I | FINANCIAL DEVELOPMENT SYSTEMS, LLC | E | Control |
| OWENBY, JOSEPH, L | I | FINANCIAL DEVELOPMENT SYSTEMS, LLC | E | Control |
| OWENBY, JOSEPH, L | I | SANS SOUCI SOLUTIONS, LLC | E | Control |
| OWENBY, JOSEPH, L | I | SANS SOUCI SOLUTIONS, LLC | E | Control |
| OWENBY, JOSEPH, L | I | SAN SOUCI SOLUTIONS, LLC | E | Control |
| STRAUB, KELLY, LEE | I | SHARP ADVISORS, INC. | E | Control |
| STRAUB, KELLY, LEE | I | SHARP ADVISORS, INC. | E | Control |
| STRAUB, KELLY, LEE | I | SHARP ADVISORS, INC. | E | Control |
| STRAUB, KELLY, LEE | I | SHARP ADVISORS, INC. | E | Control |
| STRAUB, KELLY, LEE | I | SHARP ADVISORS, INC. | E | Control |
| TRAER, WILLIAM, MONTGOMERY | I | CPA RETIREMENT NETWORK INC. | E | Control |
| TRAER, WILLIAM, MONTGOMERY | I | CPA RETIREMENT NETWORK INC. | E | Control |
| TRAER, WILLIAM, MONTGOMERY | I | CPA RETIREMENT NETWORK INC. | E | Control |
| TRAER, WILLIAM, MONTGOMERY | I | CPA RETIREMENT NETWORK INC. | E | Control |
| TRAER, WILLIAM, MONTGOMERY | I | CPA RETIREMENT NETWORK INC. | E | Control |
| TRAER, WILLIAM, MONTGOMERY | I | CPA RETIREMENT NETWORK INC. | E | Control |
| TRAER, WILLIAM, MONTGOMERY | I | CPA RETIREMENT NETWORK INC. | E | Control |
| TRAER, WILLIAM, MONTGOMERY | I | CPA RETIREMENT NETWORK INC. | E | Control |
| TRAER, WILLIAM, MONTGOMERY | I | CPA RETIREMENT NETWORK INC. | E | Control |
| TRAER, WILLIAM, MONTGOMERY | I | CPA RETIREMENT NETWORK INC. | E | Control |
| TRAER, WILLIAM, MONTGOMERY | I | CPA RETIREMENT NETWORK INC. | E | Control |
| TRAER, WILLIAM, MONTGOMERY | I | CPA RETIREMENT NETWORK INC. | E | Control |
| TRAER, WILLIAM, MONTGOMERY | I | CPA RETIREMENT NETWORK INC. | E | Control |
| TRAER, WILLIAM, MONTGOMERY | I | CPA RETIREMENT NETWORK INC. | E | Control |
| TRAER, WILLIAM, MONTGOMERY | I | CPA RETIREMENT NETWORK INC. | E | Control |
| TRAER, WILLIAM, MONTGOMERY | I | CPA RETIREMENT NETWORK INC. | E | Control |
| TRAER, WILLIAM, MONTGOMERY | I | CPA RETIREMENT NETWORK INC. | E | Control |
| TRAER, WILLIAM, MONTGOMERY | I | CPA RETIREMENT NETWORK INC. | E | Control |
| TRAER, WILLIAM, MONTGOMERY | I | CPA RETIREMENT NETWORK INC. | E | Control |
| TRAER, WILLIAM, MONTGOMERY | I | CPA RETIREMENT NETWORK INC. | E | Control |
| TRAER, WILLIAM, MONTGOMERY | I | CPA RETIREMENT NETWORK INC. | E | Control |
| TRAER, WILLIAM, MONTGOMERY | I | CPA RETIREMENT NETWORK INC. | E | Control |
| TRAER, WILLIAM, MONTGOMERY | I | CPA RETIREMENT NETWORK INC. | E | Control |
| TRAER, WILLIAM, MONTGOMERY | I | CPA RETIREMENT NETWORK INC. | E | Control |
| TRAER, WILLIAM, MONTGOMERY | I | CPA RETIREMENT NETWORK INC. | E | Control |
| TRAER, WILLIAM, MONTGOMERY | I | CPA RETIREMENT NETWORK INC. | E | Control |
| HGGC FUND VI - A, L.P. | DE | ASPIRE HOLDINGS, LLC | D | Control |
| HGGC FUND VI - A, L.P. | DE | ASPIRE HOLDINGS, LLC | D | Control |
| KENT, RICK, LEE | I | AFSG LLC | D | Control |
| KENT, RICK, LEE | I | AFSG LLC | D | Control |
| DAVIS, DENNIS, L. | I | AFSG LLC | C | Control |
| DAVIS, DENNIS, L. | I | AFSG LLC | C | Control |
| MERIT FINANCIAL, INC. | DE | MERIT HOLDINGS, LLC | C | Control |
| MERIT FINANCIAL, INC. | DE | MERIT HOLDINGS, LLC | C | Control |
| MERIT FINANCIAL, INC. | DE | MERIT HOLDINGS, LLC | C | Control |
| MERIT FINANCIAL, INC. | DE | MERIT HOLDINGS, LLC | C | Control |
| MERIT FINANCIAL, INC. | DE | MERIT HOLDINGS, LLC | C | Control |
| MERIT FINANCIAL, INC. | DE | MERIT HOLDINGS, LLC | C | Control |
| MERIT FINANCIAL, INC. | DE | MERIT HOLDINGS, LLC | C | Control |
| MERIT FINANCIAL, INC. | DE | MERIT HOLDINGS, LLC | C | Control |
| MERIT FINANCIAL, INC. | DE | MERIT HOLDINGS, LLC | C | Control |
| PROJECT ALPHA ACQUISITION, LLC | DE | MERIT HOLDINGS, LLC | C | Control |
| PROJECT ALPHA ACQUISITION, LLC | DE | MERIT HOLDINGS, LLC | C | Control |
| PROJECT ALPHA ACQUISTION, LLC | DE | MERIT HOLDINGS, LLC | C | |
| PROJECT ALPHA ACQUISTION, LLC | DE | MERIT HOLDINGS, LLC | C | |
| PROJECT ALPHA ACQUISTION, LLC | DE | MERIT HOLDINGS, LLC | C | |
| PROJECT ALPHA ACQUISTION, LLC | DE | MERIT HOLDINGS, LLC | C | |
| PROJECT ALPHA ACQUISTION, LLC | DE | MERIT HOLDINGS, LLC | C | |
| PROJECT ALPHA ACQUISTION, LLC | DE | MERIT HOLDINGS, LLC | C | |
| PROJECT ALPHA AZQUISTION, LLC | DE | MERIT HOLDINGS, LLC | C |
Registrations
Federal
IA
Sep 12, 2025 REGISTERED
Notice Filings (52)
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Address
2400 LAKEVIEW PARKWAYSUITE 550
ALPHARETTA, GA 30009
United States
Phone: 678-867-7050