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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-26 |
Branch Locations
4400 State Hwy 121, Suite 200, Lewisville, TX 75056 • United States
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Highland Park High School/Texas A&M University | Dallas/College Station | TX | 02/2016 | 12/2023 |
| Mark Wilson Advisory/Cpa Studying | Dallas | TX | 12/2023 | 10/2024 |
| Pwc | Dallas | TX | 10/2024 | 11/2025 |
| Merit Financial Advisors | Lewisville | TX | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-20 |
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