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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-03 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
301 E Colorado Boulevard, Suite 500, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Glendale | CA | 06/2018 | 12/2022 |
| J.P. Morgan Securities Llc | Glendale | CA | 08/2021 | 12/2022 |
| Pxp Media | Los Angeles | CA | 03/2018 | 05/2018 |
| Glendale City Hall | Glendale | CA | 06/2017 | 01/2018 |
| Unemployed | Glendale | CA | 08/2011 | 05/2017 |
| Unemployed | Glendale | CA | 02/2018 | 02/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Northridge | CA | 12/2022 | 06/2025 |
| Bank Of America, N.A. | Northridge | CA | 02/2023 | 06/2025 |
| Commonwealth Financial Network | Waltham | MA | 07/2025 | 07/2026 |
| Merit Financial Advisors | Pasadena | CA | 08/2026 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2026 | Present |
1. Merit Financial Advisors. Investment-Related. At Registered Location. RIA. Admin. 08/2026. 160 hrs/month. 160 hrs during trading hrs. Admin.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-16 |
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