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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-05-01 |
Branch Locations
6415 E Lake Sammamish Pkwy Se, Ste 100, Issaquah, WA 98029 • 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 |
|---|---|---|---|---|
| Sg Long Financial | Missoula | MT | 05/2020 | 07/2023 |
| Bath & Body Works | Missoula | MT | 05/2018 | 05/2020 |
| Maurices | Missoula | MT | 08/2016 | 07/2018 |
| Ameriprise Financial Services, Llc | Bellevue | WA | 07/2023 | 04/2025 |
| Merit Financial Advisors | Issaquah | WA | 05/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2025 | Present |
1. Merit Financial Advisors. Investment-related. At registered location. RIA. IAR. 05/2025. 160 hrs/month. 160 hrs during trading hrs. Service clients. 2. PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-18 |
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