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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-03-23 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
111 South Post Street, Suite 2260, Spokane, WA 99201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Asset Management | San Francisco | CA | 12/2019 | 01/2021 |
| Autonation | San Jose | CA | 01/2021 | 11/2023 |
| T. Rowe Price Investment Services, Inc. | San Francisco | CA | 12/2023 | 02/2026 |
| Fish Window Cleaning | Orinda | CA | 03/2016 | 09/2020 |
| Merit Financial Advisors | Alpharetta | GA | 02/2026 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2026 | Present |
1) Merit Financial Advisors. Investment-related. At registered location. RIA. Financial Advisor. Start date: 04/2026. 160 hrs/month; all during trading hours. Service clients. 2) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 04/2026. 1 hrs/month all during trading hours. Sales of fixed / traditional insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-30 |
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