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Current Employers
Merit Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-04-17
  • GA RA
    APPROVED
    Since 2026-04-17

Branch Locations

11675 Rainwater Drive, Suite 625, Roswell, GA 30009 • 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 Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mml Investors Services, Llc Atlanta GA 03/2023 02/2026
Massmutual Life Insurance Co Atlanta GA 04/2022 02/2026
Woodbury Financial Services, Inc. Atlanta GA 08/2015 01/2021
Unemployed Buford GA 01/2021 04/2022
Merit Financial Advisors Alpharetta GA 02/2026 Present
Purshe Kaplan Sterling Albany NY 04/2026 Present
  • 03/2023 → 02/2026
    Atlanta, GA
  • 04/2022 → 02/2026
    Massmutual Life Insurance Co
    Atlanta, GA
  • 08/2015 → 01/2021
    Woodbury Financial Services, Inc.
    Atlanta, GA
  • 01/2021 → 04/2022
    Unemployed
    Buford, GA
  • 02/2026 → Present
    Alpharetta, GA
  • 04/2026 → Present
    Purshe Kaplan Sterling
    Albany, NY
Previous Registrations
Other Businesses

1) Merit Financial Advisors. Investment-related. At registered location. RIA. Financial Advisor. Start date: 03/2026. 160 hrs/month; all during trading hours. Provide advice to clients. 2) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 02/2026. 1 hrs/month all during trading hours. Sales of fixed / traditional insurance products. 3) Buford Business Alliance. Not investment related. PO Box 1796, Buford GA, 30515. Non-profit organization. Vice President. 01/2022. 8 hrs per month; 0 during trading hrs. I give back to my community by paying it forward. I am the VP of the Buford Business Alliance. I volunteer my time to organize events and help the organization run smoothly and grow. 4) Kettering Executive Network. Not investment related. 411 Middle Valley Ln, Woodstock GA. 30189. Non-Profit Organization. Member and Sponsor. 01/2023. 8 Hrs per month; 0 during trading hrs. A is a pay-it-forward organization based in Atlanta for executives/professionals. In 2022, I became a member of the organization, and in 2023, I became a sponsor.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-10
  • S66 Uniform Combined State Law Examination
    2024-09-10
Other Names
  • Edwin Rodriguez
  • Ed Rodriguez

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