George D Kegerreis

Current Employers

Merit Financial Advisors

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2024-12-20

PA RA
APPROVED

Since 2024-12-20

Branch Locations

4550 Lena Dr Suite 101, Mechanicsburg, PA 17055 • United States

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Pfa Security Asset Management Inc	Camp Hill	PA	03/2013	01/2020
Zimmerman Investment Management And Planning, Llc	New Cumberland	PA	04/2019	Present
Professional Financial Advisors, Inc.	Camp Hill	PA	03/2013	01/2020
Purshe Kaplan Sterling Investments	Albany	NY	01/2020	Present
Merit Financial Advisors	Alpharetta	GA	12/2024	Present

03/2013 → 01/2020

Pfa Security Asset Management Inc

Camp Hill, PA
04/2019 → Present

Zimmerman Investment Management And Planning, Llc

New Cumberland, PA
03/2013 → 01/2020

Professional Financial Advisors, Inc.

Camp Hill, PA
01/2020 → Present

Purshe Kaplan Sterling Investments

Albany, NY
12/2024 → Present

Merit Financial Advisors

Alpharetta, GA

Previous Registrations

2019-04-12 → 2025-01-31

Zimmermann Investment Management & Planning Llc

New Cumberland, PA
2013-03-25 → 2019-11-22

Professional Financial Advisors, Inc.

New Cumberland, PA

Other Businesses

1. Merit Financial Advisors. Investment Related. At Registered Location. RIA. Wealth Manager. Start Date: 12/20/24. 160hrs/ month, all during trading hours. Meets with clients, manages client relationships, trading 2. Registered Representative with Purshe Kaplan Sterling Investments as of 2020-01-08; investment related: Yes; 18 Corporate Woods Blvd Albany NY 12211; FINRA registered Broker Dealer firm.;Sales of direct purchase mutual funds, variable annuities, etc.;Hours devoted to business during trading hours: 80;Hours devoted to business outside trading hours: 12;Percentage of total yearly compensation expected to be derived from the business: 50; 3. Faith Immanuel Presbyterian Church. Not Investment Related. 1801 Colonial Road, Harrisburg, PA 17112. Church Auditing Committee. Church Auditor. Start date: 02/2026. 4 hrs/month; all during trading hours. Be Part of Auditing Committee to review church income/expenditures and bookkeeping.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-03-22

S66 Uniform Combined State Law Examination

2013-03-22

View on SEC IAPD