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Current Employers
Merit Financial Advisors

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-29
IL RA APPROVED 2025-11-14
  • TX RA
    APPROVED_RES
    Since 2026-01-29
  • IL RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
  • 2012-03-02 → 2025-11-17
    Waltham, MA
    Chicago, IL
    Sarasota, FL
  • 2003-12-18 → 2012-03-06
    Securian Financial Services, Inc.
    Bannockburn, IL
    Deerfield, IL
  • 2001-11-07 → 2003-12-03
    New England Securities
    Northbrook, IL
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-10-22
S63 Uniform Securities Agent State Law Examination 2001-09-26
  • S65 Uniform Investment Adviser Law Examination
    2001-10-22
  • S63 Uniform Securities Agent State Law Examination
    2001-09-26
Other Names
  • Nicholas J. Wilkins

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