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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-03-23 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Franklin, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2005 | 03/2026 |
| Cambridge Investment Research, Inc | Fairfield | IA | 09/2006 | 03/2026 |
| Merit Financial Advisors | Alpharetta | GA | 03/2026 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2026 | Present |
1) Merit Financial Advisors. Investment-related. At registered location. RIA. Compliance Officer. Start date: 3/23/2026. 160 hrs/month; all during trading hours. Compliance duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-26 |
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