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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2007-08-22 |
Branch Locations
11675 Rainwater Drive, Suite 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 |
|---|---|---|---|---|
| Allegiance Financial Group, Inc. | Alpharetta | GA | 09/1997 | Present |
| Merit Financial Advisors | Alpharetta | GA | 08/2007 | Present |
| Lpl Financial, Llc | Alpharetta | GA | 12/2010 | 08/2024 |
| Pks Investments | Albany | NY | 08/2024 | Present |
1. Merit Financial Advisors. Investment Related. At Registered Location. RIA. Wealth Manager / IAR / Partner. Start Date: 07/15/2024. 160 hrs/ month; all during trading hours. Service clients. 2. Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 07/15/2024. 1 hr/ month; all during trading hours. Provide insurance advice based on the needs of client(s). 3. JL3, LLC. Investment Related. 2025 Huntwick Lane, Roswell, GA 30075. Real Estate Rental. Owner. Start Date: 11/10/2015. 3 hrs/ month; 1 hr/ month during trading hours. real estate development, Specific role is equal partner.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-03-05 |
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