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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-05-23 |
| TX | RA | APPROVED_RES | 2023-05-23 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Oaks Plaza 2350 E. Third Street Suite 6, Williamsport, PA 17701 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Williamsport | PA | 09/2014 | 07/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2020 | 05/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2020 | 05/2023 |
| Lpl Financial Llc | Williamsport | PA | 05/2023 | 08/2024 |
| Merit Financial Advisors | Alpharetta | GA | 05/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2024 | Present |
1) Merit Financial Advisors. Investment Related. At the registered location. RIA. IAR. 03/24/2023. 160. 40. I provide investment advisory services through Merit Financial Group, LLC, an independent investment advisor firm 2) Fixed Insurance. Investment Related. At the registered location. Fixed insurance. Agent. 5/2023.2.2. Fixed Insurance 3). Disciple of markers for Nations. Not Investment related. Civic Organization. Board Member. Board Member. 2.2.Help in making decisions how to help missionaries with money that would be raised or donated by people 4)PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-13 |
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