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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-29 |
| LA | RA | APPROVED | 2026-01-28 |
| CT | RA | APPROVED | 2023-11-20 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
195 Danbury Road Suite 140, Wilton, CT 06897 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Wilton | CT | 08/2022 | 08/2024 |
| Ceponis Financial Group | Ridgefield | CT | 07/2011 | 07/2022 |
| Merit Financial Advisors | Alpharetta | GA | 08/2022 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2024 | Present |
1) Merit Financial Advisors. Investment Related. At Registered Location. RIA. IAR. 7/15/2024. 160 hrs/month, 160 hrs during securities hrs. Admin. 2) Blast Media Group LLC. Investment Related. At Registered Location. 01/19/2012. 20 hrs/month, 20 hrs during securities hrs. Business entity for tax/investment purposes. 3)PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-14 |
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