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Current Employers
Merit Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-26
  • TX RA
    APPROVED
    Since 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

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
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
  • 02/2016 → 12/2023
    Highland Park High School/Texas A&M University
    Dallas/College Station, TX
  • 12/2023 → 10/2024
    Mark Wilson Advisory/Cpa Studying
    Dallas, TX
  • 10/2024 → 11/2025
    Pwc
    Dallas, TX
  • 12/2025 → Present
    Lewisville, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-20
  • S65 Uniform Investment Adviser Law Examination
    2026-01-20

View on SEC IAPD

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