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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
642 Newtown Yardley Road, Suite 205, Newtown, PA 18940 • United States
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 |
|---|---|---|---|---|
| Icma-Rc | Washington | DC | 11/2015 | 08/2018 |
| 28 S. Centre Street | Merchantile | NJ | 09/2018 | 09/2018 |
| Commonwealth Financial Network | Waltham | MA | 09/2018 | 09/2022 |
| Cpa Financial Group, Llc | Merchantville | NJ | 09/2018 | 09/2022 |
| Apw Inc | Rockaway | NJ | 06/2022 | 09/2022 |
| Apw Inc | Rockaway | NJ | 09/2022 | 01/2023 |
| Eisneramper Wealth Management * Corporate Benefits, Llc | Philadelphia | PA | 01/2022 | 11/2023 |
| Dai Securities, Llc | Atlanta | GA | 02/2023 | 09/2024 |
| Prosperity - An Eisneramper Company | Philadelphia | PA | 11/2023 | 09/2024 |
| Commonwealth Financial Network | Waltham | MA | 09/2024 | 11/2024 |
| Commonwealth Financial Network | Waltham | MA | 11/2024 | 01/2026 |
| Glennco, Llc. | Newtown | PA | 09/2024 | 01/2026 |
| Merit Financial Advisors | Alpharetta | GA | 01/2026 | Present |
1) Merit Financial Advisors. Investment-related. At registered location. RIA. Financial Advisor. Start date: 02/2026 160 hrs/month; all during trading hours. Provide advice to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-29 |
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