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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2016-11-14 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
4235 S. Stream Blvd. Suite 100, Charlotte, NC 28217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Charlotte | NC | 07/2015 | 09/2016 |
| Lpl Financial, Llc | Charlotte | NC | 10/2016 | 08/2024 |
| Merit Financial Advisors | Charlotte | NC | 10/2016 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2024 | Present |
1) Merit Financial Advisors. Investment Related. At registered location. RIA. Wealth Manager, IAR, Partner. 08/2024. Hrs/month 160 all during trading hours. Service Clients 2) Fixed Insurance. Investment Related. At registered location. Fixed/Traditional Insurance. Agent. 08/2024. Hrs/month 10 all during trading hours. Provide insurance advice based on the needs of client (s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-26 |
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