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Current Employers
Merit Financial Advisors

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2026-03-27
WY RA APPROVED 2026-03-27
  • MT RA
    APPROVED
    Since 2026-03-27
  • WY RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-16
  • S66 Uniform Combined State Law Examination
    2007-08-16
Designations

View on SEC IAPD

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