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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-05 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
5901 Broken Sound Pkwy Nw, Ste 502, Boca Raton, FL 33487 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc. | Boca Raton | FL | 02/2005 | 08/2018 |
| Thrivent Financial For Lutherans | Appleton | WI | 04/2005 | 08/2018 |
| Biltmore Capital Advisors Llc | Boca Raton | FL | 08/2018 | 12/2021 |
| Stone Creek Capital Management, Llc | Boca Raton | FL | 12/2021 | Present |
| Stone Creek Capital Management, Llc | Boca Raton | FL | 08/2018 | 12/2021 |
| Merit Financial Advisors | Alpharetta | GA | 01/2026 | Present |
Outside business: Licensed Insurance Agent; Non Investment-Related; 2799 NW 2nd Avenue, Suite 103, Boca Raton, FL 33431, 561-288-2268; Insurance Sales; 1/1/2022; Percentage of time spent in this activity: 40%; Outside Insurance Sales-Life Insurance, LTC and disability insurance sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-28 |
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