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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-29 |
| WA | RA | APPROVED | 2023-04-14 |
Branch Locations
6415 E Lake Sammamish Pkwy Se Suite 100, Issaquah, WA 98029 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Bellevue | WA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bellevue | WA | 11/2016 | 01/2018 |
| Wells Fargo Advisors Financial Network, Lcc | Issaquah | WA | 01/2018 | 04/2020 |
| Lpl Financial, Llc | Issaquah | WA | 04/2020 | 08/2024 |
| Financial Advocates Investment Management | Issaquah | WA | 04/2020 | 04/2023 |
| Merit Financial Advisors | Alpharetta | GA | 04/2023 | Present |
| Pks Investments | Albany | NY | 08/2024 | Present |
1. Merit Financial Advisors. Inv Related. At registered location. RIA. IAR. 4/2023. 160 hrs/month all during trading hrs. Service clients. 2. Fixed Insurance. Inv Related. At registered location. Independent Insurance agencies. Agent. 5/2023. 5 hrs/month all during trading hrs. Provide insurance advice based on the needs of clients. 3. PKS. Investment Related. At the registered location. RR of BD. Commission compensation. 3. CLT Group LLC. Not Inv related. Maple Valley WA. Real estate rental. Owner. 1/2008. 1 hr/month 0 during trading. Owner of rental property. 4. Notary. Not Inv related. Maple Valley WA. Notary. Owner. 1/2004. 1 hr/month 0 during trading. Notarize documents. 5. Civil Liberty Training. Not investment related. 22040 286th Avenue SE, Maple Valley, WA 98038. Non-profit. President. Start date: 07/2025. 0 hrs/month. My goal is to donate personal assets to this organization and use them to provide public benefits. 6. Affordable Housing Services. Not investment related. 22040 286th Avenue SE, Maple Valley, WA 98038. Non-profit. President. Start date: 07/2025. 0 hrs/month. My goal is to donate personal assets to this organization and use them to provide public benefits.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-04 |
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