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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-29 |
| IL | RA | APPROVED | 2025-11-14 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
20 N. Clark Street, Suite 2825, Chicago, IL 60602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 03/2012 | 11/2025 |
| Blue Print Wealth Advisors | Chicago | IL | 03/2012 | 11/2025 |
| Merit Financial Advisors | Alpharetta | GA | 11/2025 | Present |
| Purshe Kaplan Sterling | Albany | NY | 11/2025 | Present |
1) Merit Financial Advisors. Investment-related. At registered location. RIA. Financial Advisor. Start date: 11/2025. 160 hrs/month; all during trading hours. Service clients. 2. Fixed insurance sales; as of 03/05/2012; 10% of time spent during business hours; conducted from the branch office; securities related 3. Huron Leavitt LLC, owner; as of 09/24/2014; 0% of time spent during business hours; not conducted at branch location; not investment related. 4. The George and Linda Wilkins Trust (Father and Step-mother). Non Investment related. 2034 W Fletcher St., Chicago IL 60618. Trustee. Start date 11/2012. 0 hrs/month. Trust related services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-26 |
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