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MH

Merritt Harrell

WEALTHFORGE SECURITIES
Richmond, VA 23230
Some features on this profile are disabled
CRD#: 7010902
MH

Professional summary

Merritt Harrell, who also goes by Merritt Kendall Gilbert, is a registered financial professional currently at WEALTHFORGE SECURITIES, LLC located in Richmond, Virginia and WEALTHFORGE DISTRIBUTORS, LLC located in Richmond, Virginia.

Merritt is registered as a RR (Registered Representative) and started their career in finance in 2019. Merritt has worked at 2 firms and has passed the Series 63, Series 7TO, SIE and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Merritt Kendall Gilbert

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Merritt Harrell's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 3, 2019 - Present

WEALTHFORGE SECURITIES, LLC

Office #1: 3015 W Moore Street Suite 102, Richmond, VA 23230
BD
CRD#: 152550
Richmond, VA
Current

May 7, 2025 - Present

WEALTHFORGE DISTRIBUTORS, LLC

Office #1: 3015 W. Moore St. Suite 102, Richmond, VA 23230
BD
CRD#: 330314
Richmond, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 6/25/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/3/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/1/2019
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/16/2020
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

WD
WEALTHFORGE DISTRIBUTORS, LLC
WEALTHFORGE DISTRIBUTORS, LLC

CRD#: 330314 / SEC#: , 8-71216

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
3015 W. Moore St. Suite 102, Richmond, VA 23230
Mailing Address
3015 W. Moore St. Suite 102, Richmond, VA 23230
Phone number
(804) 956-3365
Established
Virginia since 10/03/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (50 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
WEALTHFORGE HOLDINGS, INCPARENT
ARLES, DONNA DIPIETROCFO, POO, PFO6489389
RAPER, JAMES LEROY JRCCO, COO5721253
ROBBINS, GEORGE WILLIAM IVCEO2440106

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WEALTHFORGE DISTRIBUTORS, LLC

CRD#: 330314Richmond, VA 23230

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