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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-04-17 |
Branch Locations
6415 E Lake Sammamish Pkwy Se, Suite 100, Issaquah, WA 98029 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2018 | 12/2019 |
| Pacific Life Insurance Company | Omaha | NE | 05/2017 | 06/2018 |
| Taste Of Belgium | Cincinnati | OH | 06/2016 | 01/2017 |
| Trio Bistro | Cincinnati | OH | 05/2014 | 12/2016 |
| University Of Nebraska-Lincoln | Lincoln | NE | 08/2013 | 05/2018 |
| Union Pacific Railroad | Lincoln | NE | 08/2017 | 12/2017 |
| Waddell & Reed Financial Advisors | Lincoln | NE | 01/2017 | 05/2017 |
| Fidelity Investments | Bellevue | WA | 01/2020 | 04/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 04/2025 |
| Merit Financial Advisors | Issaquah | WA | 04/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2025 | Present |
1.) Merit Financial Advisors. Investment Related. At Registered location. RIA. Service Advisor. 4/2025. 160. 160. Service Clients. 2.) Fixed Insurance. investment Related. At Reregistered Location. Fixed / Traditional Insurance. Agent. 4/2025. Provide Insurance Advice Based on the Needs of Clients. 3.) PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-30 |
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