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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-10-31 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
2801 Network Blvd. Suite 503, Frisco, TX 75034 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Botsford Group | Frisco | TX | 10/2009 | 01/2018 |
| Lpl Financial Llc | Frisco | TX | 05/2012 | 08/2024 |
| Lifestyle Planning Solutions, Llc | Frisco | TX | 06/2012 | 10/2018 |
| Stratos Wealth Partners, Ltd | Frisco | TX | 03/2013 | 10/2017 |
| Merit Financial Advisors | Frisco | TX | 10/2017 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2024 | Present |
1) Merit Financial Advisors. Investment Related. At registered location. RIA. IAR. 07/2024. Hrs/month 160 all during trading hours. Service clients. 2) Fixed Insurance. Investment Related. At registered location. Independent Insurance. Agent. 07/2024. Hrs/month 10 all during trading hours. provide insurance advice based on the needs of client. 3)PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-02 |
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