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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-08-25 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
517 Monroe Street, Sheboygan Falls, WI 53085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2019 | 08/2022 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2018 | 08/2022 |
| American United Transportation Group | Milwaukee | WI | 05/2017 | 09/2018 |
| University Of Wisconsin - Whitewater | Whitewater | WI | 09/2012 | 08/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2019 | 08/2022 |
| Lpl Financial Llc | Sheboygan Falls | WI | 08/2022 | 08/2024 |
| Merit Financial Advisors | Alpharetta | GA | 08/2022 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2024 | Present |
1) Merit Financial Advisors. Investment Related. At Registered Location. RIA. IAR. 08/2022. Hrs/month 160 all during trading hours. Service clients. 2) Fixed Insurance. Investment Related. At Registered Location. Fixed/Traditional Insurance. Agent. 08/2024. Hrs/month 10 all during trading hours. Sales of Fixed/Traditional Insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-23 |
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