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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-11-14 |
Branch Locations
20 N. Clark Street, Suite 2825, Chicago, IL 60602 • 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 |
|---|---|---|---|---|
| Jackson National Asset Management | Chicago | IL | 08/2014 | 10/2018 |
| Charles Schwab Investment Management | Chicago | IL | 10/2018 | 08/2023 |
| Blueprint Wealth Advisors, Llc | Chicago | IL | 08/2023 | 11/2025 |
| Commonwealth Financial Network | Waltham | MA | 08/2023 | 11/2025 |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2025 | Present |
| Merit Financial Advisors | Alpharetta | GA | 11/2025 | Present |
1. Merit Financial Advisors. Investment-related. At registered location. RIA. IAR. 11/2025. 160 hrs/month. 160 hrs during securities hrs. Service clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-19 |
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