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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-28 |
| WA | RA | APPROVED | 2022-10-03 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
6415 E Lake Sammamish Pkwy Se Suite 100, Issaquah, WA 98029 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Bellevue | WA | 03/2016 | 12/2020 |
| Charles Schwab Bank | Bellebue | WA | 03/2016 | 12/2018 |
| Triad Investment Management | Issaquah | WA | 12/2020 | 09/2022 |
| Lpl Financial, Llc | Issaquah | WA | 12/2020 | 08/2024 |
| Merit Financial Advisors | Alpharetta | GA | 09/2022 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2024 | Present |
1. Merit Financial Advisors. Investment Related. At the registered location. RIA. 09/30/2022. 20. 20. I provide investment advisory services through Merit Financial Advisors, an independent investment advisor firm. 2 Fixed Insurance. Investment Related. At registered location. Insurance. Agent. 7/15/2024. 10.10. Provide insurance advice based on the needs of client. 3. Seattle Sounders Football Club. Not investment related. 800 Occidental Ave, S. Seattle, WA 98134. Club. Mascot. 2/2/2024.0.0. Mascot for sports team. 4. DIalectica. Not Investment related. 1460 Broadway, New York, NY 10036. Consulting Services. Consultant. Start date: 2/14/2025. 1 hr/month; not during trading hours. Consulting on trends in the RIA industry.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-07 |
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