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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

8001 College Blvd, Suite 200, Overland Park, KS 66210 • United States

5825 Sw 29Th Street, Topeka, KS 66614 • United States

3025 Cortland Cir, Suite 201, Salina, KS 67401 • United States

3675 74Th St, Suite 3, Meriden, KS 66512 • United States

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • 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
Wealthcare Advisory Partners Llc Lawrence KS 06/2025 01/2026
Keybank National Association Overland Park KS 05/2011 03/2020
Commerce Bank Lawrence KS 04/2020 04/2023
Unemployed Lawrence KS 05/2023 05/2025
Merit Financial Advisors Alpharetta GA 01/2026 Present
  • 06/2025 → 01/2026
    Lawrence, KS
  • 05/2011 → 03/2020
    Keybank National Association
    Overland Park, KS
  • 04/2020 → 04/2023
    Commerce Bank
    Lawrence, KS
  • 05/2023 → 05/2025
    Unemployed
    Lawrence, KS
  • 01/2026 → Present
    Alpharetta, GA
Previous Registrations
Other Businesses

AT Farm LLC; Investment-related; 920 Colonial Dr, Lawrence, KS 66049; Real Estate; Owner; 06/23/2023; 2 hours monthly; 0 hours during securities trading hours; Single Member LLC for the purpose of holding real estate. Currently owns no assets. Previously had 38 acre farm. Sunset Pointe 28 LLC; Investment-related; 174 Pioneer Peak, Kimberling City, MO 65686; Short Term Rental; Owner; 06/20/2023; 2 hours monthly; 0 hours during securities trading hours; Single Member LLC, Single Entity LLC, I utilize a property manager to manage the property. Junior Achievement of Kansas; Not investment-related; PO Box 3728 Topeka, KS 66604; Junior Achievement of Kansas (JA) is a nonprofit empowering local youth in financial literacy, work readiness, and entrepreneurship; General Board Member; 2026-09-01; 2 hours monthly; 2 hours during securities trading hours; Volunteer to enhance financial literacy in my community.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-02
  • S65 Uniform Investment Adviser Law Examination
    2025-09-02

View on SEC IAPD

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