MERIT INVESTMENT SOLUTIONS, INC.
CRD #153324 SEC #801-71239 CLEARWATER, FL 727-216-6179
SEC Registered
Total AUM
$11.8M
Discretionary
$11.8M
Employees
1
Clients
--
Accounts
1
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DEHN, MARGARET, A | I | DIRECTOR | NA | Control |
| DEHN, MARGARET, A | I | DIRECTOR | NA | Control |
| GORBY, LYNDA, ANN | I | DIRECTOR | NA | Control |
| GORBY, LYNDA, ANN | I | DIRECTOR | NA | Control |
| GORBY, LYNDA, ANN | I | DIRECTOR | NA | Control |
| GORBY, LYNDA, ANN | I | VICE PRESIDENT | NA | Control |
| GORBY, LYNDA, ANN | I | DIRECTOR | NA | Control |
| RIMENSNYDER, HELEN, SYLVIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RIMENSNYDER, HELEN, SYLVIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RIMENSNYDER, HELEN, SYLVIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RIMENSNYDER, HELEN, SYLVIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPENCER, WENDY, ANN | I | OWNER | E | Control |
| SPENCER, WENDY, ANN | I | OWNER, CHIEF COMPLIANCE OFFICER, DIRECTOR | E | Control |
| SPENCER, WENDY, ANN | I | OWNER, CHIEF COMPLIANCE OFFICER, DIRECTOR | E | Control |
| SPENCER, WENDY, ANN | I | OWNER, CHIEF COMPLIANCE OFFICER, DIRECTOR | E | Control |
| SPENCER, WENDY, ANN | I | OWNER | E | Control |
| SPENCER, WENDY, ANN | I | OWNER, CHIEF COMPLIANCE OFFICER, DIRECTOR | E | Control |
| SPENCER, WENDY, ANN | I | OWNER | E | Control |
| SPENCER, WENDY, ANN | I | OWNER | E | Control |
| SPENCER, WENDY, ANN | I | OWNER, CHIEF COMPLIANCE OFFICER | E | Control |
| SPENCER, WENDY, ANN | I | OWNER, CHIEF COMPLIANCE OFFICER, DIRECTOR | E | Control |
| SPENCER, WENDY, ANN | I | OWNER, CHIEF COMPLIANCE OFFICER, DIRECTOR | E | Control |
Registrations
Federal
IA
Mar 30, 2012 REGISTERED
Notice Filings (1)
FL
Address
1401 SOUTH FORT HARRISONCLEARWATER, FL 33756
United States
Phone: 727-216-6179