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Saraphina Ann Peters

Merit Financial Advisors

Chicago, IL

Alpharetta, GA

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Current Employers
Merit Financial Advisors

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-11-14
  • IL RA
    APPROVED
    Since 2025-11-14

Branch Locations

20 N. Clark Street, Suite 2825, Chicago, IL 60602 • United States

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
City Of Highland Heights Highland Heights OH 06/2014 08/2021
University Of Dayton Dayton OH 01/2019 05/2021
University Of Dayton Dayton OH 08/2021 05/2022
University Of Dayton Dayton OH 08/2018 05/2022
Stifel Independent Advisors Dayton OH 08/2021 12/2021
Northwestern Mutual Cleveland OH 06/2020 08/2021
Blueprint Wealth Advisors Chicago IL 06/2022 11/2025
Commonwealth Financial Network Waltham MA 09/2024 11/2025
Purshe Kaplan Sterling Investments Albany NY 11/2025 Present
Merit Financial Advisors Alpharetta GA 11/2025 Present
  • 06/2014 → 08/2021
    City Of Highland Heights
    Highland Heights, OH
  • 01/2019 → 05/2021
    University Of Dayton
    Dayton, OH
  • 08/2021 → 05/2022
    University Of Dayton
    Dayton, OH
  • 08/2018 → 05/2022
    University Of Dayton
    Dayton, OH
  • 08/2021 → 12/2021
    Stifel Independent Advisors
    Dayton, OH
  • 06/2020 → 08/2021
    Northwestern Mutual
    Cleveland, OH
  • 06/2022 → 11/2025
    Blueprint Wealth Advisors
    Chicago, IL
  • 09/2024 → 11/2025
    Commonwealth Financial Network
    Waltham, MA
  • 11/2025 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 11/2025 → Present
    Merit Financial Advisors
    Alpharetta, GA
Previous Registrations
Other Businesses

1.) Merit Financial Advisors. Investment Related. At Registered Location. RIA. IAR. 11/2025. 160. 160. Service Clients.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-27
  • S66 Uniform Combined State Law Examination
    2025-01-27
Other Names
  • Sara Peters

View on SEC IAPD

Other Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC
GUGGENHEIM INVESTMENTS
PEKIN HARDY STRAUSS, INC.
SPIDERROCK ADVISORS, LLC
PROSPECT PARTNERS ADVISORS LLC
DOYENNE WEALTH ADVISORS

Other Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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