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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-03 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Oakland Park, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Corporation | Charlotte | NC | 07/2013 | 03/2023 |
| Lpl Financial Llc | Oakland Park | FL | 04/2023 | 08/2024 |
| Merit Financial Advisors | Alpharetta | GA | 03/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2024 | Present |
1. Merit Financial Advisors. Investment related. At registered location. RIA. Investment Advisor Representative. 4/2023 160. 160. Admin 2. PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-27 |
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