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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-03-27 |
| WY | RA | APPROVED | 2026-03-27 |
Branch Locations
12 Avanta Way, Suite 1, Billings, MT 59102 • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 04/2016 | 11/2018 |
| Strategic Retirement Plans | Billings | MT | 04/2016 | 03/2026 |
| Commonwealth Financial Network | San Diego | CA | 11/2018 | 03/2026 |
| Merit Financial Advisors | Alpharetta | GA | 03/2026 | Present |
1. R&K Refuge Airbnb; Investment-related; 2225 Pine Ridge Road; Vacation Rental; Owner; 2023-01-01; 10 hours monthly; 4 hours during securities trading hours; I sit on a board for an organization that is based in MT, but funds schools, churches in the Philippines for DEAF children. 2. RKGB 307 LLC; Investment-related; 39 Town Center Drive Gillette Wyoming 59068; Gillette Building Ownership; Co-Owner; 01/2026; 10 hours monthly; 6 hours during securities trading hours; There is an investment account that we review with the local Advisor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-20 |
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