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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-01-09 |
Branch Locations
3320 Clinton Parkway Court, Suite 120, Lawrence, KS 66047 • United States
5825 Sw 29Th Street, Topeka, KS 66614 • United States
3025 Cortland Cir, Suite 201, Salina, KS 67401 • United States
8001 College Blvd, Suite 200, Overland Park, KS 66210 • United States
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
3675 74Th St, Suite 3, Meriden, KS 66512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ss&C Solutions Inc | Lawrence | KS | 02/2005 | 01/2026 |
| 1St Global Capital, Corp. | Topeka | KS | 09/2018 | 10/2019 |
| 1St Global Advisors, Inc | Topeka | KS | 09/2018 | 10/2019 |
| Avantax Advisory Services | Topeka | KS | 10/2019 | 09/2020 |
| Avantax Investment Services, Inc. | Topeka | KS | 10/2019 | 09/2020 |
| Wealthcare Advisory Partners, Llc | Lawrence | KS | 09/2020 | 01/2026 |
| Merit Financial Advisors | Alpharetta | GA | 01/2026 | Present |
1) COMMERCE BANK, NA; POSITION: Board Member NATURE: Bank Board Member of Lawrence, Commerce Bank, NA INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/26/2016; ADDRESS: 1500 Wakarusa Dr, Lawrence KS 66047, United States DESCRIPTION: Quarterly meetings to review local and bank wide results with economic updates 2) JER, LLC; POSITION: PARTNER; NATURE: COMMERCIAL REAL ESTATE; INVESTMENT RELATED: NO; START DATE: 09/01/2020; ADDRESS: 1400 E 24th ST., LAWRENCE, KS 66046; TIME SPENT PER MONTH: 1HR; DUTIES: TAX RETURN PREPARATION; COMPENSATION RECEIVED. 3)Trustee; Not investment-related; 1605 East 686 Road; Trustee of two CRUTs and Grandmothers Trust; Trustee; 01/01/2025; 2 hours monthly; 2 hours during securities trading hours; Director of Wealth management provides oversight at SSC 4) VBS, LLC POSITION: Member NATURE: Owner occupied office space - Building owned in partnership with family. Leased to SS&C Solutions and other tenants. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 3320 Clinton Parkway Court, Suite 120, Lawrence KS 66047, United States DESCRIPTION: Investor in the property 5) SS&C SOLUTIONS, INC. POSITION: Chief Strategy Officer NATURE: Shareholder and Officer INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 0 START DATE: 02/14/2005 ADDRESS: 3320 Clinton Parkway, Ste 120, Lawrence KS 66047, United States DESCRIPTION: Partner in charge of Lawrence office, Chief Strategy Officer, CPA, CVA 6) SS&C REAL ESTATE, LLC; POSITION: PARTNER IN LLC; NATURE: COMMERCIAL REAL ESTATE; INVESTMENT RELATED: NO; NUMBER OF HOURS: 0 PER MONTH; START DATE: 03/05/2011; ADDRESS: 5825 SW 29th ST., TOPEKA KS 66614; DUTIES: LIMITED PARTNER; COMPENSATION RECEIVED. 7) MEJJ, LLC; Investment-Related; 545 Minnesota, Lawrence, KS, 66044; Real estate; LLC Member owning Real Estate; 10/15/2022; 0 hours monthly; 0 hours during securities trading hours 8) SSC WEALTH LLC; Not investment-related; 5825 SW 29th Street; Partner; 01/01/2018; 0 hours monthly; 0 hours during sercurities trading hours; Original SSC Wealth LLC, holds Merit stock and administers revenue share agreement. 9) University of Kansas - School of Business; Not investment-related; 1654 Naismith Drive Lawrence KS 66045; Advisory Board Member; Board Member; 10/01/2024; 1 hour monthly; 1 hour during securities trading hours 10) University of Kansas Center for Research, Inc; Not investment-related; 2385 Irving Hill Road Lawrence KS 66045; Finance Committee; Finance Committee Member; 01/01/2021; 1 hour monthly; 1 hour during securities trading hours; Oversight of audit and financials, no access to accounts 11) KU Innovation Park; Not investment-related; 2029 Becker Drive, Lawrence, KS 66047; Treasurer and Board Member; 01/01/2016; 2 hours monthly; 2 hours during securities trading hours; Oversight by Chancellor of KU as President and CEO of KUIP 12) SSC Advisors, Inc.; Not investment-related; 3320 Clinton Parkway Court; Chief Strategy Officer; 02/14/2005; 100 hours monthly; 100 hours during securities trading hours; Selling interest in SSC Advisors to ESOP effective 1/1/26. 13)GPIP, LLC; Not investment-related; 1605 East 686 Road; LLC that owns book rights; Owner; 11/12/2025; 5 hours monthly; 5 hours during securities trading hours; Bank account at Intrust Bank in process of opening.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-15 |
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