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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2010-12-06 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
4235 S. Stream Blvd. Suite 100, Charlotte, NC 28217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Charlotte | NC | 12/2010 | 08/2024 |
| Merit Financial Advisors | Charlotte | NC | 12/2010 | Present |
| Purshe Kaplan Sterling Investmetns | Albany | NY | 08/2024 | Present |
1. Merit Financial Advisors - Investment Related - 4235 S Stream Blvd. Charlotte, NC - RIA - Investment Advisor - 8/16/2024 - 160 Hours all during trading hrs- Service Clients 2. Fixed Insurance - Investment Related - 4235 S Stream Blvd. Charlotte, NC - Agent - 8/16/2024 - 1 Hour during trading - Provide insurance advice based on the needs of client (s). 3. Pioneer Financial Planning, LLC - At registered location - Representative - 9/19/2018 - 1 Hour/month 0 during trading - LLC/S Corp. where partner distribution is paid to. It is only used for tax purposes. 4. PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-01 |
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