Financial advisor
Bert Falley
At Merit Financial Advisors · Topeka, KS
Registered as BERT LEROY FALLEY
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| SSC Wealth | SSC Wealth | Merit Financial Advisors | Acquisition | January 20, 2026 | $260M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| MERIT FINANCIAL ADVISORS | Investment adviser | January 9, 2026 | Current |
| WEALTHCARE ADVISORY PARTNERS LLC | Investment adviser | September 11, 2020 | February 25, 2026 |
| AVANTAX ADVISORY SERVICES | Investment adviser | October 25, 2019 | September 15, 2020 |
| AVANTAX INVESTMENT SERVICES, INC. | Broker-dealer | October 25, 2019 | September 15, 2020 |
| 1ST GLOBAL ADVISORS INC | Investment adviser | November 9, 2007 | October 25, 2019 |
| 1ST GLOBAL CAPITAL CORP. | Broker-dealer | November 9, 2007 | October 25, 2019 |
| TRANSAMERICA FINANCIAL ADVISORS, INC. | Investment adviser | July 31, 1998 | November 13, 2007 |
| PRIVATE CLIENT FINANCIAL SERVICES | Investment adviser | May 16, 1994 | December 31, 2006 |
| TRANSAMERICA FINANCIAL ADVISORS, INC. | Broker-dealer | February 3, 1993 | November 13, 2007 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.