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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-01-28 |
| TX | RA | APPROVED | 2019-11-02 |
Branch Locations
2625 E. Southlake Blvd. Suite 100, Southlake, TX 76092 • United States
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H.D. Vest Investment Services | Irving | TX | 03/2014 | 02/2018 |
| H.D. Vest Advisory Services | Irving | TX | 03/2014 | 02/2018 |
| Lpl Financial, Llc | Southlake | TX | 03/2018 | 08/2024 |
| Merit Financial Advisors. | Southlake | TX | 11/2019 | Present |
| Purshe Kaplan Sterling Investment | Albany | NY | 08/2024 | Present |
1.Merit Financial Advisors. Investment Related. At Registered Location. RIA. IAR.IAR. 11/2019. 160. 130. Service Clients. 2.Fixed Insurance. Investment Related. At Registered Location. Fixed/Traditional Insurance. Agent. Agent. 08/2024. 10.10. Sales of Fixed/Traditional Insurance products. 3.Glory to God Baseball Inc. Not Investment related. 204 Old Grove Rd Colleyville, TX 76034. Charitable/Non-Profit. Treasurer. 03/2024. 2. 2. cash flow accounting, donations in and payments out.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-15 |
| S66 | Uniform Combined State Law Examination | 2003-09-17 |
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