Best Investors
Account
Sign in
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-23 |
Branch Locations
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 | Southgate | MI | 07/2012 | 05/2018 |
| Advantage Investment Management | Cedar Rapids | IA | 10/2012 | 05/2018 |
| Commonwealth Financial Network | Waltham | MA | 05/2018 | 01/2026 |
| Tl Financial Group | Southgate | MI | 04/2011 | 01/2026 |
| Merit Financial Advisors | Alpharetta | GA | 01/2026 | Present |
1) Merit Financial Advisors. Investment-related. At registered location. RIA. Financial Advisor. Start date: 01/2026. 160 hrs/month; all during trading hours. Provide advice to clients. 2) Fixed Insurance Sales; As of 5/15/2018; Approximately 1% time spent during securities trading hours per month; Conducted at branch location; Investment related. 3) Paula L. Barnes Irrevocable Living Spousal Sole Benefit Trust, Erin Wozniak TTEE; Investment-related; 234 Dwight St Trenton, MI 48183; To carry out responsibilities as trustee of the trust as outlined in the document. To assist as a servicing advisor over the trust's investment account; Trustee and servicing advisor; 2026-06-30; 3 hours monthly; 0 hours during securities trading hours; This irrevocable trust was established for Medicaid eligibility purposes and is intended to short-term in nature. The grantor of the trust is my mother, Paula L. Barnes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-28 |
| S66 | Uniform Combined State Law Examination | 2012-07-13 |
Reach out to this advisor