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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-06 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
642 Newtown Yardley Road, Suite 205, Newtown, PA 18940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Newtown | PA | 07/2014 | 08/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 09/2015 | 07/2020 |
| Ameriprise Financial Services, Llc | Conshohocken | PA | 08/2020 | 07/2021 |
| Unemployed | Warminster | PA | 07/2021 | 10/2021 |
| Glennco Llc | Newtown | PA | 10/2021 | 01/2026 |
| Merit Financial Advisors | Newtown | PA | 02/2026 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2026 | Present |
1. Merit Financial Advisors. Investment-Related. At Registered Location. RIA. IAR. 02/2026. 160 hrs/month. 160 hrs during securities hrs. Service clients. 2. Fixed Insurance. Investment-Related. At Registered Location. Fixed Insurance. Agent. 02/2026. 1 hr/month. 1 hr during securities hrs. Provide insurance advice based on the needs of clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-21 |
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