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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-03 |
| TX | RA | APPROVED | 2026-07-31 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
301 E Colorado Boulevard, Suite 500, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 11/2013 | 07/2026 |
| Merit Financial Advisors | Pasadena | CA | 07/2026 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2026 | Present |
1) Merit Financial Advisors; Investment Related; At Registered Branch office location; RIA; IAR; 7/31/2026; 160 hrs/mo; 160 hrs during trading; Investment Advisor through Outside RIA. 2) Fixed Insurance; Investment Related; At Registered Branch office location; Insurance sales; Independent Insurance Agent; 1 hr/mo; 1 hr during trading; Provide insurance advice based on needs of client(s) 3) Dupont Holdings Inc; Not Investment Related; At Registered Branch office location; Holding Company; owner; 1 hr/mo; 0 hr during trading; Holding company for cash from our MontyDup business which was acquired. 4) MDSM Partners; Not Investment Related; at Registered Branch office location; Holding Company; owner; 1 hr/mo; 0 hr during trading; Holding company for cash from a previously sold business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-08 |
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