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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-07-14 |
| WI | RA | APPROVED | 2025-07-14 |
Branch Locations
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 |
|---|---|---|---|---|
| Robert Half | Chapel Hill | NC | 10/2016 | 12/2016 |
| Obsidian Planning Solutions | Rockville | MD | 06/2023 | 09/2023 |
| Larson Financial Group | St Louis | MO | 02/2017 | 05/2023 |
| Unemployed | Durham | NC | 12/2016 | 01/2017 |
| Unemployed | Durham | NC | 08/2016 | 10/2016 |
| G Thomas Morris | Durham | NC | 10/2023 | 03/2024 |
| Northwestern Mutual Investment Services Llc | Durham | NC | 10/2023 | 04/2024 |
| G Thomas Morris | Durham | NC | 09/2023 | 10/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 11/2023 | 04/2024 |
| Scholar Financial Advising, Llc | Durham | NC | 04/2024 | 07/2025 |
| Merit Financial Advisors | Alpharetta | GA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-15 |
| S65 | Uniform Investment Adviser Law Examination | 2002-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-20 |
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