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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-07-29 |
Branch Locations
316 East Broad St, Westfield, NJ 07090 • 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 |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Comp | Springfield | MA | 07/1996 | 11/2017 |
| Kestra Financial Services, Inc | Austin | TX | 04/2016 | 11/2017 |
| Prospect Capital Services, Inc. | Westfield | NJ | 11/2017 | Present |
| Merit Financial Advisors | Westfield | NJ | 07/2024 | Present |
Business Name: Westfield Area YMCA Board member Investment Related: No Address: Clark St. Westfield NJ 07090 Nature of Business: Community/Charitable/Civic Volunteer (Non-Leadership Position) Position, Title or Relationship: Board of Directors, Chair of Property Committee, Chair of Investment Committee, Executive Committee Start Date: 6/30/2005 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Local YMCA volunteer on board of directors
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-09-05 |
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