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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-07-05 |
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 |
|---|---|---|---|---|
| Cambridge Investment Research Inc | Fairfield | IA | 06/2014 | 01/2024 |
| Cambridge Investment Research Inc | Norcross | GA | 06/2014 | 01/2024 |
| Lpl Financial Llc | Alpharetta | GA | 01/2024 | 08/2024 |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2024 | Present |
| Merit Financial Advisors | Alpharetta | GA | 08/2024 | Present |
Merit Financial Advisors. Investment Related. At Registered Location. RIA. Investment Advisor Representative. 04/04/2024. 160. 160. Administrative Support PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-14 |
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