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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-11-22 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Hoschton, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-12 |
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