Katrina Daley- Deus

Current Employers

Merit Financial Advisors

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-07-29

FL RA
APPROVED

Since 2026-07-29

Branch Locations

5901 Broken Sound Pkwy Nw, Suite 502, Boca Raton, FL 33487 • 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

Organization	City	State	From	To
Ameriprise Financial Services Llc	Palm Beach Gardens	FL	08/2021	07/2026
Fairwinds Credit Union	Orlando	FL	11/2018	06/2021
Axiom Bank	Orlando	FL	06/2016	11/2018
Merit Financial Advisors	Boca Raton	FL	07/2026	Present
Purshe Kaplan Sterling Investments	Albany	NY	07/2026	Present

08/2021 → 07/2026

Ameriprise Financial Services Llc

Palm Beach Gardens, FL
11/2018 → 06/2021

Fairwinds Credit Union

Orlando, FL
06/2016 → 11/2018

Axiom Bank

Orlando, FL
07/2026 → Present

Merit Financial Advisors

Boca Raton, FL
07/2026 → Present

Purshe Kaplan Sterling Investments

Albany, NY

Previous Registrations

2024-05-09 → 2026-07-14

Ameriprise Financial Services, Llc

Greenacres, FL

Greenacres, FL

Palm Beach Gardens, FL

Boynton Beach, FL

Other Businesses

1. Merit Financial Advisors. Investment-Related. At Registered Location. RIA. IAR. 07/2026. 160 hrs/month. 160 hrs during trading hrs. Service clients. 2. Fixed Insurance. Investment-Related. At Registered Location. Fixed Insurance. Agent. 07/2026. 1 hr/month. 1 hr during trading hrs. Provide insurance advice based on the needs of clients.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-04-22

S66 Uniform Combined State Law Examination

2024-04-22

Other Names

Katrina Antoinette Daley
Katrina Antoinette Daley- Deus
Katrina Daley-Deus

View on SEC IAPD