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Amanda Mcallister

Merit Financial Advisors

Alpharetta, GA

Billings, MT

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Current Employers
Merit Financial Advisors

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2026-03-27
WY RA APPROVED 2026-03-27
  • MT RA
    APPROVED
    Since 2026-03-27
  • WY RA
    APPROVED
    Since 2026-03-27

Branch Locations

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

12 Avanta Way, Suite 1, Billings, MT 59102 • 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
Strategic Retirement Plans Billings MT 08/2022 03/2026
Ultra Graphics Billings MT 04/2015 08/2022
Merit Financial Advisors Alpharetta GA 03/2026 Present
  • 08/2022 → 03/2026
    Strategic Retirement Plans
    Billings, MT
  • 04/2015 → 08/2022
    Ultra Graphics
    Billings, MT
  • 03/2026 → Present
    Merit Financial Advisors
    Alpharetta, GA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-28
  • S65 Uniform Investment Adviser Law Examination
    2025-05-28
Other Names
  • Amanda Obert
  • Amanda Fawcett
  • Amanda Aspenlieder

View on SEC IAPD

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Other Investors

PAUL MATTHEW DAMM
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PAUL FRANCIS SHAUGHNESSY
BRENDAN HUGH KEELAN
DANIEL ROSS MOSKOWITZ
RHEANNON LEA BODDIE
VENZON VICENCIO AROMIN
WILLIAM CLAY TUCKER

Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
LADENBURG THALMANN ASSET MANAGEMENT INC · Norcross, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · ALPHARETTA, GA

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