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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-28 |
| OK | RA | APPROVED | 2021-01-12 |
Branch Locations
601 Delaware Po Box 266, Perry, OK 73077 • United States
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
131 East Main Street Suite 201, Norman, OK 73069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp. | Perry | OK | 09/2000 | 10/2019 |
| 1St Global Advisors, Inc | Perry | OK | 02/2001 | 10/2019 |
| Avantax Insurance Services, Inc. | Perry | OK | 03/2007 | 01/2021 |
| Henderson & Ramsey, P.C. | Perry | OK | 01/2013 | Present |
| Avantax Investment Services, Inc. | Perry | OK | 10/2019 | 01/2021 |
| Avantax Advisory Services | Perry | OK | 10/2019 | 01/2021 |
| Lpl Financial, Llc | Perry | OK | 01/2021 | 08/2024 |
| Merit Financial Advisors | Norman | OK | 01/2021 | Present |
| Pks Investments | Albany | NY | 08/2024 | Present |
1. Merit Financial Advisors. Investment Related. At Registered Location. RIA. Regional Director/IAR. Start Date: 07/15/2024. 160 hrs/ month; all during trading hours. Service clients. 2. Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 07/15/2024. 10 hrs/ month; all during trading hours. Provide insurance advice based on the needs of client(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-29 |
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