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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-11-26 |
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | St. Petersburg | FL | 07/2011 | 01/2017 |
| Raymond James Financial Services Advisors Inc. | St. Petersburg | FL | 02/2014 | 01/2017 |
| Citigroup Global Markets Inc. | Tampa | FL | 01/2017 | 11/2019 |
| Dynasty Securities, Llc | St. Petersburg | FL | 11/2019 | 09/2021 |
| Commonwealth Financial Network | Waltham | MA | 09/2021 | 11/2025 |
| Merit Financial Advisors | Alpharetta | GA | 11/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2025 | Present |
1) Merit Financial Advisors. Investment-related. At registered location. RIA. Financial Advisor. Start date: 11/2025. 160 hrs/month; all during trading hours. Provide advice to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-06 |
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