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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-29 |
| FL | RA | APPROVED | 2022-01-19 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
725 N. A1A Suite E-109, Jupiter, FL 33477 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Biltmore Capital Advisors | Princeton | NJ | 06/2009 | 12/2021 |
| Stone Creek Capital Management Llc | Boca Raton | FL | 03/2017 | 12/2021 |
| Merit Financial Advisors | Alpharetta | GA | 12/2021 | Present |
1. Bilco Real Estate, Yes-Investment Related, 943 Pompano Dr. Jupiter FL 33458, Real Estate purchasing/investing, Member, 01/2018, 1 hour per month. 2. Bearcat Aviation, LLC, Not Investment Related, 111 Bonefish Jupiter FL 33477, Aircraft Holding Co., Managing Member, 01/2020, 1 hour per month. 3. Black Whale Holdings, Not Investment Related, 111 Bonefish Jupiter FL 33477, LLC for tax purposes., Managing Member, 11/2021, 1 hour per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-10 |
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