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Current Employers
Merit Financial Advisors

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-11-22
  • GA RA
    APPROVED
    Since 2023-11-22

Branch Locations

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Hoschton, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Gainesville GA 02/2016 09/2023
Arista Advisory Group, Llc Hoschton GA 03/2021 02/2022
Arista Advisory Group, Llc Hoschton GA 02/2022 06/2023
Ifg Advisory, Llc Atlanta GA 06/2023 09/2023
Lpl Financial Llc Roswell GA 11/2023 08/2024
Unemployed Hoschton GA 10/2023 10/2023
Merit Financial Advisors Alpharetta GA 11/2023 Present
Purshe Kaplan Sterling Investments Albany NY 08/2024 Present
  • 02/2016 → 09/2023
    Gainesville, GA
  • 03/2021 → 02/2022
    Arista Advisory Group, Llc
    Hoschton, GA
  • 02/2022 → 06/2023
    Arista Advisory Group, Llc
    Hoschton, GA
  • 06/2023 → 09/2023
    Atlanta, GA
  • 11/2023 → 08/2024
    Roswell, GA
  • 10/2023 → 10/2023
    Unemployed
    Hoschton, GA
  • 11/2023 → Present
    Alpharetta, GA
  • 08/2024 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
Previous Registrations
  • 2023-06-29 → 2023-10-04
    Gainesville, GA
    Atlanta, GA
  • 2022-02-15 → 2023-06-09
    Arista Consulting Group
    Sautee Nacoochee, GA
  • 2016-12-21 → 2022-07-27
    Inlet Beach, FL
    Hoschton, GA
    Gainesville, GA
Other Businesses

1. Merit Financial Advisors. Investment Related. At Registered Location. RIA. IAR. 11/2023. 160 hrs/month, 160 hrs during securities hrs. Admin. 2. Notary. Not Investment Related. At Registered Location. Notary. 11/2023. 1 hr/month, 0 hrs during securities hrs. I can notarize documents for Merit clients and will do the same for friends and family as well, I do not charge any fees. 3. Holman Place Subdivision Homeowners Association. Not Investment Related. 4211 Mundy Mill Place, Oakwood, GA 30566. Charitable/non-profit organization. Vice President. 11/2023. 1 hr/month, 0 hrs during securities hrs. I am on a team of 5 members that uses a majority vote to set policies and manage the board fees, policies etc. I am not an advisor for our checking and savings account. We don't actually have any securities. I also do not have any access to HOA fund. 4. PKS. Investment Related. At the registered location. RR of BD. Commission compensation.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-16
S63 Uniform Securities Agent State Law Examination 1998-03-12
  • S66 Uniform Combined State Law Examination
    2016-12-16
  • S63 Uniform Securities Agent State Law Examination
    1998-03-12
Other Names
  • Heather Lynn Lowe
  • Heather Lynn Mckeag
  • Heather Lynn Mckeag
  • Heather Lynn Douglass

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