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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-01-09 |
Branch Locations
3675 74Th St, Suite 3, Meriden, KS 66512 • United States
8001 College Blvd, Suite 200, Overland Park, KS 66210 • United States
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
3320 Clinton Parkway Court, Suite 120, Lawrence, KS 66047 • United States
3025 Cortland Cir, Suite 201, Salina, KS 67401 • United States
5825 Sw 29Th Street, Topeka, KS 66614 • 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 |
|---|---|---|---|---|
| Ss&C Solutions, Inc. | Topeka | KS | 01/2005 | Present |
| 1St Global Capital Corp. | Topeka | KS | 11/2007 | 10/2019 |
| 1St Global Advisors, Inc. | Topeka | KS | 11/2007 | 10/2019 |
| Avantax Insurance Services, Inc. | Topeka | KS | 05/2008 | 09/2020 |
| Avantax Advisory Services | Topeka | KS | 10/2019 | 09/2020 |
| Avantax Investment Services, Inc. | Topeka | KS | 10/2019 | 09/2020 |
| Wealthcare Advisory Partners, Llc | Lawrence | KS | 09/2020 | 01/2026 |
| Merit Financial Advisors | Alpharetta | GA | 01/2026 | Present |
1) SSC CPAs & Advisors; Not investment-related; 5825 SW 29th St, Topeka, KS 66614; CPA - Tax preparation; CPA; 01/01/2026; 10 hours monthly; 10 hours during securtities trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-09 |
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