Kris Tulane Maksimovich

Current Employers

Employment History

• 07/2008 → 08/2025
  Global Wealth Advisors
  Dallas, TX
• 04/2008 → 08/2025
  Commonwealth Financial Network
  Waltham, MA
• 08/2025 → Present
  Merit Financial Group Dba Merit Financial Advisors
  Lewisville, TX
• 08/2025 → Present
  Purshe Kaplan Sterling Investments
  Jacksonville, NY

Previous Registrations

• 2008-10-20 → 2026-01-02
  Global Wealth Advisors
  Dallas, TX
  Corsicana, TX
  Lewisville, TX
• 2008-04-25 → 2025-08-15
  Commonwealth Financial Network
  Waltham, MA
  Lewisville, TX
  Corsicana, TX
• 2001-06-27 → 2008-04-29
  Osaic Fa, Inc.
  Dallas, TX
  Addison, TX

Other Businesses

1.) Merit Financial Group DBA Merit Financial Advisors. Investment Related. At Registered Location. RIA. IAR. 8/2025. 160. 160. Service clients. 2.) Fixed Insurance. Investment Related. At Registered Location. Fixed/Traditional Insurance. Agent. 8/2025. 1. 1. Provide insurance advice based on the needs of client(s). 3.) Fernando's Farm Haus, LLC. Non-Investment Related. 429 Constance Dr. New Braunfels TX, 78130. Holding Company. Owner. 5/2024. 1. 0. Owner. Entity invests in rental property in New Braunfels, TX. 4.) GW Advisors, LLC. Investment Related. 1225 Lambeth Ln. Lewisville TX, 75056. Holding Company. Owner. 11/2017. 1. 1. I will use this entity only to hold my personal Merit equity. 5.) KTMI, LLC. Investment Related. 1225 Lambeth Ln. Lewisville TX, 75056. Holding Company. Owner. 8/1975. 1. 0. This will be to hold my equity in Merit. 6.) KTM Vans, LLC; Not investment-related; PO Box 7967, Missoula, MT 59807; Owns a sprinter van we will use for sports related travel and remote work.; Owner; 11/21/2025; 4 hours monthly; 0 hours during securities trading hours; This was simply to protect our personal assets by titling the ownership of the vehicle to a separate entity.

Exams

• S66 Uniform Combined State Law Examination
  2000-06-27