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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-26 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advantage Investment Management Llc | Southgate | MI | 11/2011 | 05/2018 |
| Lpl Financial Llc | Southgate | MI | 07/2012 | 05/2018 |
| Commonwealth Financial Network | Waltham | MA | 05/2018 | 01/2026 |
| Tl Financial Group | Southgate | MI | 05/2018 | 01/2026 |
| Merit Financial Advisors | Alpharetta | GA | 01/2026 | Present |
1) Merit Financial Advisors. Investment-related. At registered location. RIA. Financial Advisor. Start date: 01/2024. 160 hrs/month; all during trading hours. Admin. 2) Notary public. Not investment-related. 13433 Reeck Court, Southgate MI 48195. Start date: 01/2026. 1 hrs/month; all during trading hours. Notarization of documents, as needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-23 |
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