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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
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
642 Newtown Yardley Road, Suite 205, Newtown, PA 18940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 05/2016 | 01/2020 |
| Self Employed | Philadelphia | PA | 12/2017 | 12/2018 |
| Amazon Flex | Langhome | PA | 11/2018 | 02/2019 |
| Gopuff | Philadelphia | PA | 02/2019 | 01/2020 |
| Commonwealth Financial Network | Waltham | MA | 01/2020 | 01/2026 |
| Glennco, Llc. | Newtown | PA | 01/2020 | 01/2026 |
| Merit Financial Advisors | Newtown | PA | 01/2026 | Present |
| Pks Investments | Albany | NY | 02/2026 | Present |
1. Merit Financial Advisors. Investment related. At registered location. RIA. Wealth Associate. Start date: 02/2026. 160 hrs/month; all during trading hours. Admin.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-30 |
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