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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-19 |
Branch Locations
8610 N New Braunfels Ave, San Antonio, TX 78217 • 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 |
|---|---|---|---|---|
| Akin Doherty Klein & Feuge P.C. | San Antonio | TX | 07/1991 | Present |
| Minnesota Life Insurance Co | St. Paul | MN | 04/2010 | Present |
| Securian Financial Services | St. Paul | MN | 04/2010 | Present |
| Tax And Financial | Newport Beach | CA | 04/2010 | Present |
| Adkf Financial Services | San Antonio | TX | 11/1998 | Present |
| Merit Financial Advisors | Alpharetta | GA | 02/2026 | Present |
*ADKF FINANCIAL SERVICES LLC; SAN ANTONIA TX;NON-INVESTMENT RELATED; OWNER CPA FIRM SINCE 07/1991; 200 HRS PER MONTH; 200 HRS PER MONTH DURING TRADING. **DAVID DOHERTY; SAN ANTONIO TX; NON-INVESTMENT RELATED; TRUSTEE; 5HRS PER MONTH; 5HRS PER MONTH DURING TRADING***ADKF SAN ANTONIO TX; NON-INVESTMENT RELATED; OWNER SINCE 11/1998; 20HRS PER MONTH; 20HRS PER MONTH DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-05-04 |
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