# William Merchad

William Merchad is an investment adviser representative (IAR) with state registration records since 2007, appearing at 4 firms. Currently registered with LPL FINANCIAL LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2022-09-23 | present | Yes |
| [MAVEN WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/314083) | 2021-05-27 | 2022-08-31 | — |
| [DIMENSIONAL FUND ADVISORS LP](https://search.stillhousedata.com/firm/106482) | 2012-06-13 | 2021-02-22 | — |
| [EDWARD D. JONES & CO., L.P.](https://search.stillhousedata.com/firm/250) | 2007-10-17 | 2010-06-09 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5197091)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5197091.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.