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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-10-25 |
| CO | RA | APPROVED | 2022-09-22 |
| TX | RA | APPROVED | 2022-09-22 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
1999 Broadway Suite 1415, Denver, CO 80202 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Denver | CO | 03/2010 | 02/2020 |
| Tedstrom Wealth Advisors,Inc(Brown&Tedstrom Estate Planning,Inc) | Denver | CO | 03/2010 | 02/2020 |
| Bok Financial Private Wealth, Inc. | Denver | CO | 03/2020 | 09/2022 |
| Merit Financial Advisors | Alpharetta | GA | 09/2022 | Present |
| Lpl Financial Llc | Denver | CO | 12/2022 | 08/2024 |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2024 | Present |
1. Merit Financial Group d/b/a Merit Financial Advisors. Investment Related. At Registered Location. RIA. Wealth Manager, Partner. Start Date: 07/15/2024. 160 hrs/ month; all during trading hours. Service clients. 2. Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 07/15/2024. 10 hrs/ month; all during trading hours. Provide insurance advice based on the needs of client(s). 3. Denver Estate Planning Council. Not Investment Related. P.O. Box 370596, Denver, CO 80237. Non-Profit - Estate Planning. Board Member. Start Date: 09/22/2022. 1 hr/ month; all during trading hours. Taking and distributing notes from board meetings 4. PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-01-09 |
| S66 | Uniform Combined State Law Examination | 2006-03-28 |
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