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Detailed Report
ZACHARY BECKERLEY
ZACHARY WILLIAM BECKERLEY
CRD#: 5709157
IA
Investment Adviser
B
Broker
MERIT FINANCIAL ADVISORSCRD#: 142457 2801 NETWORK BLVD.
SUITE 503
FRISCO, TX 75034
PURSHE KAPLAN STERLING INVESTMENTSCRD#: 35747 2801 Network Blvd
Suite 503
Frisco, TX 75034
Registration History
2010201220142016201820202022202420262 FIRMS2011 - 2012 (<1 year)IAMERIT FINANCIAL ADVISORS (CRD# 142457)2017 - Present (7 years)BPURSHE KAPLAN STERLING INVESTMENTS (CRD# 35747)2024 - Present (<1 year)BLPL FINANCIAL LLC (CRD# 6413)2012 - 2024 (12 years)IALIFESTYLE PLANNING SOLUTIONS, LLC (CRD# 164456)2015 - 2018 (3 years)IASTRATOS WEALTH PARTNERS, LTD (CRD# 153184)2013 - 2017 (4 years)IALPL FINANCIAL LLC (CRD# 6413)2012 - 2013 (<1 year)IAJWA FINANCIAL GROUP, INC. (CRD# 114646)2009 - 2011 (1 year)
License(s)

State Registrations

B
Arizona 8/16/2024
B
Pennsylvania 8/16/2024
B
California 8/16/2024
B
South Carolina 8/16/2024
B
Colorado 8/16/2024
IA
Texas 10/30/2017
B
Delaware 8/16/2024
B
Texas 8/16/2024
B
Florida 8/16/2024
B
Virginia 8/16/2024
B
Maryland 8/16/2024
B
Washington 8/16/2024

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
MERIT FINANCIAL ADVISORS (CRD#:142457)
2801 NETWORK BLVD. SUITE 503, FRISCO, TX 75034
Registered with this firm since 10/30/2017
B
PURSHE KAPLAN STERLING INVESTMENTS (CRD#:35747)
2801 Network Blvd Suite 503, Frisco, TX 75034
Registered with this firm since 8/16/2024
Previous Registration(s)
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B
 05/08/2012 - 08/16/2024 LPL FINANCIAL LLC (CRD#:6413) FRISCO, TX
IA
 04/27/2015 - 10/17/2018 LIFESTYLE PLANNING SOLUTIONS, LLC (CRD#:164456) FRISCO, TX
IA
 02/28/2013 - 10/31/2017 STRATOS WEALTH PARTNERS, LTD (CRD#:153184) FRISCO, TX
IA
 05/08/2012 - 02/25/2013 LPL FINANCIAL LLC (CRD#:6413) FRISCO, TX
IA
 07/08/2011 - 05/08/2012 COMMERCE WEALTH ADVISERS, LLC (CRD#:144449) FRISCO, TX
B
 08/18/2011 - 05/08/2012 DEWAAY FINANCIAL NETWORK, LLC (CRD#:30767) CLIVE, IA
IA
 09/04/2009 - 07/19/2011 JWA FINANCIAL GROUP, INC. (CRD#:114646) DALLAS, TX
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.