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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 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
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-10 |
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