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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-03-07 |
| TX | RA | APPROVED_RES | 2013-03-19 |
| AL | RA | APPROVED | 2012-02-23 |
Branch Locations
3595 Grandview Parkway Suite 425, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Birmingham | AL | 01/2012 | 08/2024 |
| Merit Financial Advisors | Birmingham | AL | 12/2011 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2024 | Present |
1.. Merit Financial Group dba Merit Financial Advisors. Investment Related. At the registered location. RIA.IAR. Wealth Manager. 10/22/15.160.160.Service clients. 2. Fixed Insurance. Investment Related. At the registered location. Independent Insurance Agent / Agency. Agent. Agent. 7/15/2024. 5.5. Provide insurance advise based on the needs of client(s) 3. PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-02 |
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