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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-21 |
| WI | RA | APPROVED | 2022-11-21 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
517 Monroe St, 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 | 05/2019 | 09/2022 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2020 | 08/2022 |
| University Of Wisconsin-Oshkosh | Oshkosh | WI | 09/2015 | 05/2019 |
| Lpl Financial Llc | Sheboygan Falls | WI | 09/2022 | 08/2024 |
| Merit Financial Advisors | Alpharetta | GA | 09/2022 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2024 | Present |
1. Merit Financial Advisors. Investment Related. At Registered Location. RIA. IAR. 9/2022. 160 hrs/month, 160 hrs during securities hrs. Admin. 2. PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-11 |
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