Best Investors
Account
Sign in
Best Investors
Account
Sign in
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-04-14 |
Branch Locations
6415 E Lake Sammamish Pkwy Se Suite 100, Issaquah, WA 98029 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Issaquah | WA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Issaquah | WA | 11/2016 | 01/2018 |
| Wells Fargo Advisors Financial Network, Llc | Issaquah | WA | 01/2018 | 04/2020 |
| Lpl Financial, Llc | Issaquah | WA | 04/2020 | 08/2024 |
| Financial Advocates Investment Management | Issaquah | WA | 04/2020 | 04/2023 |
| Merit Financial Advisors | Alpharetta | GA | 04/2023 | Present |
| Pks Investments | Albany | NY | 08/2024 | Present |
1. Merit Financial Group d/b/a Merit Financial Advisors - Investment Related - At Reported Business Location(s) - RIA - IAR - Start Date 04/14/2023 - 40 Hours Per Month/40 Hours During Securities Trading - Admin. 2. PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-02 |
Reach out to this advisor