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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-03 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
301 E Colorado Boulevard, Suite 500, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rnc Genter Capital Management | Los Angeles | CA | 12/2014 | 06/2017 |
| Commonwealth Financial Network | Waltham | MA | 07/2017 | 08/2018 |
| Commonwealth Financial Network | Waltham | MA | 08/2018 | 07/2026 |
| The Bridgeway Group | Pasadena | CA | 07/2017 | 07/2026 |
| Merit Financial Advisors | Pasadena | CA | 07/2026 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2026 | Present |
1) Merit Financial Advisors. Investment-related. At registered location. RIA. Financial Advisor. Start date: 07/2026. 160 hrs/month; all during trading hours. Provide advice to clients. 2) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 07/2026. 1 hr/month all during trading hours. Provide insurance advice based on the needs of client(s).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-05-04 |
| S65 | Uniform Investment Adviser Law Examination | 2017-01-05 |
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