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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-15 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
4400 State Hwy 121, Suite 200, Lewisville, TX 75056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Wealth Advisors | Lewisville | TX | 06/2020 | 01/2024 |
| Global Wealth Advisors | Lewisville | TX | 03/2020 | 06/2020 |
| Hotworx | Lubbock | TX | 03/2019 | 03/2020 |
| Blake Cooper Financial Strategies | Lubbock | TX | 07/2017 | 01/2019 |
| Cordillera Ranch Country Club | Boerne | TX | 10/2016 | 07/2017 |
| Student | Boerne | TX | 01/2013 | 05/2017 |
| Commonwealth Financial Network | San Diego | CA | 01/2024 | 08/2025 |
| Global Wealth Advisors | Lewisville | TX | 01/2024 | 08/2025 |
| Merit Financial Advisors | Alpharetta | GA | 08/2025 | Present |
| Purshe Kaplan Sterling | Albany | NY | 08/2025 | Present |
1) Merit Financial Advisors. Investment related. At registered location. Fixed insurance. Agent. 08/15/2025. 1 hour/month. 1 hour/ month during securities trading hours. Provide insurance advice based on the needs of clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-07 |
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