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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-11-17 |
Branch Locations
6885 Vistagreen Way, Suite A, Rockford, IL 61107 • United States
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Rockton | IL | 04/1988 | 02/2021 |
| Commonwealth Financial Network | San Diego | CA | 02/2021 | 11/2025 |
| Purshe Kaplan Sterling | Albany | NY | 11/2025 | Present |
| Merit Financial Advisors | Alpharetta | GA | 11/2025 | Present |
1) Merit Financial Advisors. Investment-related. At registered location. RIA. Financial Advisor. Start date: 11/2025. 160 hrs/month; all during trading hours. Service Clients. 2) Fixed insurance sales; as of 11/16/2021; 1% of time spent during business hours; Conducted at branch location; Investment related. 3) The Wood Shop; Not Investment-Related; 601 Loves Park Dr., Loves Park IL 61111; Husband's Business; Co-Owner; 01/01/1997; 0 hours monthly; 0 hours during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-08-15 |
| S65 | Uniform Investment Adviser Law Examination | 2005-06-22 |
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