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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-12-04 |
| TX | RA | APPROVED | 2023-12-01 |
Branch Locations
11675 Rainwater Dr, Ste 625, Alpharetta, GA 30009 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Atlanta | GA | 02/2007 | 08/2024 |
| Clearbridge Wealth Management, Inc | Atlanta | GA | 03/2007 | 12/2023 |
| Merit Financial Advisors | Alpharetta | GA | 12/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2024 | Present |
1. Merit Financial Advisors. Investment Related. At Registered Location. RIA. Financial Advisor. Start Date: 07/15/24. 160 hrs/ month; all during trading hours. Service clients. 2. Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 07/15/24. 0hrs/ month; none during trading hours. Provide insurance advice based on the needs of client(s). 3. PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-02-08 |
| S65 | Uniform Investment Adviser Law Examination | 2000-09-05 |
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