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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-09 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ici Data | Coral Springs | FL | 06/2012 | 09/2017 |
| Evl Nutrition | Coconut Creek | FL | 09/2017 | 04/2018 |
| Tradestation Securities, Inc. | Plantation | FL | 05/2018 | 01/2020 |
| Newbridge Securities Corporation | Boca Raton | FL | 01/2020 | 03/2023 |
| Lpl Financial Llc | Boynton Beach | FL | 06/2023 | 07/2024 |
| Unemployed | Deerfield Beach | FL | 03/2023 | 06/2023 |
| Merit Financial Group Llc | Alpharetta | GA | 06/2023 | 07/2024 |
| Stone Creek Capital Management | Boca Raton | FL | 07/2024 | 03/2026 |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2024 | Present |
| Merit Financial Advisors | Alpharetta | GA | 02/2026 | Present |
1. Merit Financial Advisors. Investment-Related. At Registered Location. RIA. IAR. 07/2024. 160 hrs/month. 160 hrs during trading hrs. Service clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-18 |
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