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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-10-03 |
Branch Locations
2099 Gaither Road, Suite 110, Rockville, MD 20850 • 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 |
|---|---|---|---|---|
| National Planning Corporation | Rockville | MD | 10/2001 | 08/2017 |
| Triad Advisors,Inc. | Norcross | GA | 08/2017 | 08/2024 |
| Obsidian Personal Planning Solutions | Rockville | ME | 04/2005 | 09/2025 |
| Osaic Wealth, Inc. | Rockville | MD | 08/2024 | 10/2025 |
| Merit Financial Group Llc Dba Merit Financial Advisors | Rockville | MD | 10/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2025 | Present |
1.) Merit Financial Group LLC DBA Merit Financial Advisors. Investment Related. At Registered Location. RIA. IAR. 10/2025. 100. 100. Service Clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-27 |
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