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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2018-07-13 |
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 |
|---|---|---|---|---|
| Professional Compliance Assistance, Inc | Woodstock | GA | 01/2016 | 09/2017 |
| Lpl Financial Llc | Alpharetta | GA | 09/2017 | 08/2024 |
| Merit Financial Advisors | Alpharetta | GA | 09/2017 | Present |
| Lifestyle Planning Solutions, Llc | Alpharetta | GA | 02/2019 | 08/2019 |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2024 | Present |
1) Merit Financial Advisors. Investment Related. At registered location. RIA. IAR. 07/2024. Hrs/month 160 all during trading hours. Service clients. 2) PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-25 |
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