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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-12-15 |
Branch Locations
195 Danbury Road Suite 140, Wilton, CT 06897 • United States
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fairfield | CT | 07/1999 | 09/2022 |
| Lpl Financial Llc | Wilton | CT | 12/2023 | 08/2024 |
| Essex Financial Services Inc. | Essex | CT | 09/2022 | 06/2023 |
| Unemployed | Southport | CT | 06/2023 | 12/2023 |
| Merit Financial Advisors | Alpharetta | GA | 12/2023 | Present |
| Pks Investments | Albany | NY | 08/2024 | Present |
1.Merit Financial Advisors. Investment Related. At Registered location. RIA. Investment Adviser Representative. Started: 12/08/2023. 160. 160. I provide administrative support to Merit Financial Advisors, LLC, an independent investment advisor firm. 2. PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-28 |
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