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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-06-13 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
19125 North Creek Parkway, Suite 101, Bothell, WA 98011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Olympic Wealth Management Llc | Bothell | WA | 11/2010 | 06/2025 |
| Merit Financial Advisors | Alpharetta | GA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-02 |
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