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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2015-07-23 |
| TX | RA | APPROVED_RES | 2014-03-10 |
| GA | RA | APPROVED | 2009-12-21 |
Branch Locations
11675 Rainwater Drive, Suite 625, Alpharetta, GA 30009 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Alpharetta | GA | 12/2010 | 08/2024 |
| Merit Financial Advisors | Alpharetta | GA | 11/2009 | Present |
| Pks Investments | Albany | NY | 08/2024 | Present |
1. Merit Financial Advisors. Investment Related. At the registered location. RIA. IAR. Wealth Manager/ Partner. 10/26/2015-- Financial Advisor 160 hours 160 hours provide financial advice 2. Fixed Insurance. Investment Related. At registered location. Independent Insurance. Agent.7/2024 5.5. provide insurance advice based on the needs of client. 3. PKS. Investment Related. At the registered location. RR of BD. Commission compensation. 4. Learn to Swimm, LLC; Not Investment-related; 812 Brookshade Pkwy, Miltogn, GA 30004; Personal Intellectual Property creation; Chief Executive Officer; 01/30/2026; 15 hours monthly; 2 hours during securities trading hours; Making thought leadership material that may oneday turn into an outside Business such as writing a book, monetizing a youtube channel, providing educatyion, or paid speaking engagement,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-12 |
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