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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-03-07 |
| TX | RA | APPROVED | 2017-10-31 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
2801 Network Blvd Suite 503, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Botsford Group | Frisco | TX | 01/2006 | 01/2018 |
| Lpl Financial Llc | Frisco | TX | 05/2012 | 08/2024 |
| Lifestyle Planning Solutions, Llc | Frisco | TX | 06/2012 | 10/2018 |
| Stratos Wealth Partners, Ltd | Frisco | TX | 03/2013 | 10/2017 |
| Merit Financial Advisors | Frisco | TX | 10/2017 | Present |
| Pks Investments | Albany | NY | 08/2024 | Present |
1) Merit Financial Advisors, LLC. Investment Related. At registered location. RIA. IAR. 07/2024. Hrs/month 160 all during trading hours. Service clients. 2) Fixed insurance. Investment Related. At registered location. Fixed/Traditional Insurance. Agent. 08/2024. Hrs/month 1 all during trading hours. Provide insurance advice based on the client's needs. 3)PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-04 |
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