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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-22 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
21700 East Copley Drive Suite 120, Diamond Bar, CA 91765 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Abridge Partners Llc | Diamond Bar | CA | 06/2007 | 01/2024 |
| Stanislawski & Harrison Wealth Management | Diamond Bar | CA | 06/2007 | 01/2024 |
| Merit Financial Group, Llc | Alpharetta | GA | 01/2024 | Present |
MY WIFE AND I OWN THREE SINGLE FAMILY RESIDENCES AND CHARGE RENT AS SOLE PROPRIETORS. THE THREE PROPERTIES ARE LOCATED AT 14555 YARROW COURT, ADELANTO, CA, 10803 WAKEFIELD STREET, ADELANTO, CA, AND 18669 LAURIE LANE, ADELANTO, CA. THE FOLLOWING INFORMATION IS APPLICABLE FOR ALL THREE PROPERTIES: WE OWN THE PROPERTIES AND CHARGE RENT TO MAKE A PROFIT. THIS ISN'T AN INVESTMENT RELATED ACTIVITY FOR CLIENTS. THIS IS A PERSONAL PROPERTY MY WIFE AND I OWN AND RENT OUT. I'M THE OWNER AND LANDLORD OF THE PROPERTY WITH MY WIFE. NO HOURS PER MONTH DEVOTED. IT'S PASSIVE INCOME. THE ONLY DEDICATED TIME IS IF A TENANT MOVES OUT. ON THESE OCCASIONS WE SHOW THE PROPERTY ON THE WEEKEND, WHICH IS AN ESTIMATED 4 HOURS PER YEAR, IF THE PROPERTY IS VACANT. I SHOW THE PROPERTY WITH MY WIFE ON THE WEEKEND UNTIL WE HAVE A NEW TENANT. ONCE THAT OCCURS I DON'T SPEND ANY TIME ON THE PROPERTIES. I DON'T HAVE MUCH INVOLVEMENT AS MY WIFE HANDLES THE COLLECTION OF RENTS FROM THE TENANTS AND CONTACTS CONTRACTORS IF THERE IS A PROBLEM WITH ANY OF THE PROPERTIES. NO HOURS ARE SPENT DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-03 |
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