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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-10-21 |
Branch Locations
1205 S Main, Suite 325, Kalispell, MT 59901 • 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 |
|---|---|---|---|---|
| Bnsf | Whitefsih | MT | 03/2013 | 12/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2020 | 09/2021 |
| Northwestern Mutual Investment Services Llc | Kalispell | MT | 02/2021 | 12/2021 |
| Richard Wick | Kalispell | MT | 09/2021 | 12/2021 |
| Lpl Financial Llc | Columbia Falls | MT | 09/2022 | 08/2024 |
| Mersberger Financial | Columbia Falls | MT | 06/2022 | 09/2022 |
| Unemployed | Columbia Falls | MT | 01/2022 | 06/2022 |
| Merit Financial Advisors | Sheboygan Falls | NY | 07/2024 | Present |
| Pks Investments | Albany | NY | 08/2024 | Present |
1. Merit Financial Advisors. Investment Related. At registered location. RIA. Administration. 7/2024. 160. administrative duties. 2. RAFTER 3 BRAND LLC. Not investment related. At residential address. Agricultural / Farming Services. Member. Member. Real-estate/ Cattle 50 % ownership.12/19/2023.5.5. Real Estate / Cattle 50% ownership. 3. PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-11 |
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