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Current Employers
Merit Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-01-23
  • MI RA
    APPROVED
    Since 2026-01-23

Branch Locations

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

13433 Reeck Court, Southgate, MI 48195 • 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
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
  • 07/2012 → 05/2018
    Lpl Financial, Llc
    Southgate, MI
  • 10/2012 → 05/2018
    Advantage Investment Management
    Cedar Rapids, IA
  • 05/2018 → 01/2026
    Waltham, MA
  • 04/2011 → 01/2026
    Tl Financial Group
    Southgate, MI
  • 01/2026 → Present
    Alpharetta, GA
Previous Registrations
  • 2018-05-15 → 2026-01-26
    Southgate, MI
    Trenton, MI
  • 2012-11-08 → 2018-05-15
    Advantage Investment Management, Llc
    Southgate, MI
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-28
S66 Uniform Combined State Law Examination 2012-07-13
  • S65 Uniform Investment Adviser Law Examination
    2016-06-28
  • S66 Uniform Combined State Law Examination
    2012-07-13
Other Names
  • Erin Gess

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