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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-07-17 |
Branch Locations
600 Fairmount Avenue, Suite 101, Towson, MD 21286 • 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 |
|---|---|---|---|---|
| Kestra Investment Services, Llc | Towson | MD | 01/2020 | 06/2026 |
| Kent County Government | Chestertown | MD | 11/2017 | 05/2018 |
| Northwest Branch Swim Club | Silver Spring | MD | 05/2019 | 08/2019 |
| Fins Swimming | Silver Spring | MD | 10/2019 | 03/2020 |
| Northwest Branch Swim Club | Silver Spring | MD | 05/2018 | 08/2018 |
| Northwest Branch Swim Club | Silver Spring | MD | 05/2017 | 08/2017 |
| Washington College | Chestertown | MD | 08/2016 | 05/2017 |
| Washington College | Chestertown | MD | 08/2017 | 11/2017 |
| Montgomery College | Silver Spring | MD | 08/2018 | 12/2018 |
| L4 Swimming | Silver Spring | MD | 09/2019 | 03/2020 |
| Unemployed | Silver Spring | MD | 08/2019 | 09/2019 |
| Unemployed | Silver Spring | MD | 12/2018 | 01/2019 |
| Washington College | Chestertown | MD | 01/2019 | 05/2019 |
| Merit Financial Advisors | Alpharetta | GA | 07/2026 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2026 | Present |
1) Merit Financial Advisors. Investment-related. At registered location. RIA. Financial Advisor. Start date 07/2026. 160 hrs/month; all during trading hours. Admin
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