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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-02-09 |
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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 10/2018 | 05/2019 |
| Guard Dog Valves | Kissimmee | FL | 01/2016 | 10/2018 |
| Green Vista Capital, Llc | Winter Park | FL | 06/2019 | 05/2020 |
| University Of Miami | Miami | FL | 08/2020 | Present |
| Lpl Financial, Llc | Alpharetta | GA | 02/2021 | 08/2024 |
| Merit Financial Advisors | Alpharetta | GA | 02/2021 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2024 | Present |
1.) Merit Financial Advisors. Investment Related. At registered location. RIA. Investment Advisor Representative. 02/2021. 160. 160. Admin 2.) PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-12 |
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