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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-11-02 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
2801 Network Blvd. Suite 503, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Frisco | TX | 04/2014 | 08/2024 |
| Stratos Wealth Partners, Ltd | Frisco | TX | 05/2014 | 10/2017 |
| Merit Financial Advisors | Frisco | TX | 10/2017 | Present |
| Lifestyle Planning Solutions, Llc | Frisco | TX | 07/2012 | 11/2019 |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2024 | Present |
1. Merit Financial Advisors. Investment Related. At Registered Location. RIA. IAR. 10/2017. 160 hrs/month, 160 hrs during securities hrs. Admin. 2. PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-13 |
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