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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-15 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
800 E Sonterra Blvd, Suite 160, San Antonio, TX 78258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Empower Wealth Advisor | San Antonio | TX | 10/2019 | 06/2023 |
| Texas A&M University | College Station | TX | 07/2014 | 08/2019 |
| Unemployed | San Antonio | TX | 06/2023 | 11/2023 |
| Freedom Family Office, Llc | Parkland | FL | 11/2023 | 04/2024 |
| Global Wealth Advisors | San Antonio | TX | 04/2024 | 08/2025 |
| Commonwealth Financial Network | San Diego | CA | 04/2024 | 08/2025 |
| Merit Financial Advisors | Alpharetta | GA | 08/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2025 | Present |
1) Merit Financial Advisors. Investment-related. At registered location. RIA. Financial Advisor. Start date: 08/2025. 160 hrs/month; all during trading hours. Service clients. 2.Fixed insurance sales; At registered location, as of 05/28/2024; 10% of time spent during business hours; Conducted at branch location; Investment related. 2.Operator; Pressure washing houses and business complexes, Located in San Antonio, TX 78230, as of 05/28/2024; 0% of time spent during business hours; Not conducted at branch location; Not investment related.
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