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Current Employers
Merit Financial Advisors

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2026-01-09
  • KS RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 02/2005 → 01/2026
    Ss&C Solutions Inc
    Lawrence, KS
  • 09/2018 → 10/2019
    1St Global Capital, Corp.
    Topeka, KS
  • 09/2018 → 10/2019
    1St Global Advisors, Inc
    Topeka, KS
  • 10/2019 → 09/2020
    Avantax Advisory Services
    Topeka, KS
  • 10/2019 → 09/2020
    Avantax Investment Services, Inc.
    Topeka, KS
  • 09/2020 → 01/2026
    Lawrence, KS
  • 01/2026 → Present
    Alpharetta, GA
Previous Registrations
  • 2020-09-11 → 2026-02-25
    West Chester, PA
    Lawrence, KS
  • 2019-10-25 → 2020-09-17
    Avantax Advisory Services
    Irving, TX
  • 2019-01-15 → 2019-10-25
    1St Global Advisors Inc
    Topeka, KS
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-15
  • S66 Uniform Combined State Law Examination
    2019-01-15
Designations
Other Names
  • Michele Christine Summers

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