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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-15 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
15721 Park Row Blvd Suite 205, Houston, TX 77084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Katy | TX | 06/2015 | 08/2023 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 08/2023 |
| Lpl Financial Llc | Houston, | TX | 08/2023 | 09/2024 |
| Wealth Enhancement Group | Houston | TX | 08/2023 | 08/2024 |
| Wealth Enhancement Advisory Services | Houston | TX | 08/2023 | 08/2024 |
| Wealth Enhancement Brokerage Services | Houston | TX | 08/2023 | 08/2024 |
| Mai Capital Management, Llc | Cleveland | OH | 09/2024 | 04/2025 |
| Merit Financial Advisors | Alpharetta | GA | 05/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-22 |
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