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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-03-27 |
| WY | RA | APPROVED | 2026-03-27 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
12 Avanta Way, Suite 1, Billings, MT 59102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Retirement Plans | Billings | MT | 03/2007 | 03/2026 |
| Commonwealth Financial Network | San Diego | CA | 07/2007 | 11/2018 |
| Commonwealth Financial Network | San Diego | CA | 11/2018 | 03/2026 |
| Merit Financial Advisors | Alpharetta | GA | 03/2026 | Present |
1. Fixed insurance sales under name Strategic Retirement Plans, 10% of time spent during business hours, conducted at branch, investment related. 2. Kingdom Stewards, Inc., president, director and owner of operating company for securities, investment advisory, and insurance business practice, 100% of time spent during business hours, conducted at branch, investment related. 3. Middle Fork Creek, LLC, member and owner of real estate holding company, 1% of time spent during business hours, not conducted at branch, not investment related. 4. SFHK, LLC; bookkeeping; Less than 1% of time spent during business hours, not investment related; not conducted at branch. 5. Co-Owner, Shalom, LLC, an entity created for the purpose of buying and managing residential real estate at Helena, MT, as of 12/15/2020; 0% of time spent during business hours; Not Conducted at branch; Investment related. 6. Volunteers of America Northern Rockies; Not investment-related; 1876 S Sheridan Ave, Sheridan, WY 82801; A member of the Board of Directors and on Executive Committee as Pervious Board Chair; Board of Directors Member; 03/01/2018; 4 hours monthly; 0 hours during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-16 |
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