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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-05-30 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
1112 East 300 North #200, American Fork, UT 84003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Riggs Capital Management | Provo | UT | 03/2014 | 05/2025 |
| Dfpg Investments, Inc. | Sandy | UT | 06/2017 | 10/2019 |
| Merit Financial Advisors | Alpharetta | GA | 05/2025 | Present |
1. Rockbeds Enterprises, LLC; Investment-related; 1112 East 300 North #200 American Fork, Utah 84003; Holding company for my Merit Stock; Managing Member; Jul 13 2023; .5 hours monthly; 0 hours during securities trading hours; Annually pay to renew 2. FR2 Holdings LLC; Investment-related; 1112 East 300 North #200 American Fork, Utah 84003; Commercial property ownership; owner; Jan 01 2022; 0 hours monthly; 0 hours during securities trading hours; No duties
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-06-13 |
| S65 | Uniform Investment Adviser Law Examination | 1997-08-04 |
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