# Derek Todd Merkler

Derek Todd Merkler is an investment adviser representative (IAR) with state registration records since 2017, appearing at 4 firms. Currently registered with XY INVESTMENT SOLUTIONS, LLC, NECTARINE FINANCIAL, INC..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [NECTARINE FINANCIAL, INC.](https://search.stillhousedata.com/firm/327155) | 2025-04-14 | present | Yes |
| [XY INVESTMENT SOLUTIONS, LLC](https://search.stillhousedata.com/firm/285967) | 2024-08-21 | present | Yes |
| [TROPHY POINT FINANCIAL PLANNING LLC](https://search.stillhousedata.com/firm/308997) | 2020-08-18 | 2024-05-31 | — |
| [PARSONEX ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/160275) | 2017-01-07 | 2020-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6742666)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6742666.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.