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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-23 |
Branch Locations
13433 Reeck Court, Southgate, MI 48195 • United States
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 |
|---|---|---|---|---|
| Tl Financial Group | Allen Park | MI | 10/2001 | 01/2026 |
| Lpl Financial Llc | Southgate | MI | 07/2012 | 05/2018 |
| Advantage Investment Management, Llc | Southgate | MI | 08/2010 | 05/2018 |
| Commonwealth Financial Network | Waltham | MA | 05/2018 | 01/2026 |
| Merit Financial Advisors | Southgate | MI | 01/2026 | Present |
| Pks Investments | Albany | NY | 01/2026 | Present |
1. Merit Financial Advisors. Investment-Related. At Registered Location. RIA. IAR. 01/2026. 160 hrs/month. 160 hrs during securities hrs. Service clients. 2. Fixed Insurance. Investment-Related. At Registered Location. Fixed Insurance. Agent. 01/2026. 1 hr/month. 1 hr during securities hrs. Provide insurance advice based on the needs of clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-01 |
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