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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 03/2012 | 11/2025 |
| Blueprint Wealth Advisors, Llc | Chicago | IL | 03/2012 | 11/2025 |
| Pks Investments | Albany | NY | 11/2025 | Present |
| Merit Financial Advisors | Alpharetta | GA | 11/2025 | Present |
1. Merit Financial Advisors. Investment Related. At registered location. RIA. IAR. 11/15/2025. 160 hrs/week. 160 during securities trading hours. Service clients. 2. FIXED INSURANCE. Investment Related. At registered location. Fixed Insurance/ Annuity. Agent. 11/15/2025. 1 hr/ week. 1 during securities trading hours. Provide insurance advice based on the needs of client(s). 3. George St. Securities. Non-Investment Related. 286 E Crescent Ave Elmhurst IL, 60126. Operating LLC / Support. Owner. 9/24/2014. 5 hrs/ week. 5 during securities trading hours. George St Securities (GSS) was a subset entity in which I'm a 100% owner. monthly business expenses run through that entity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-30 |
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