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Current Employers
Merit Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-08-12
TX RA APPROVED 2024-08-12
  • IL RA
    APPROVED
    Since 2024-08-12
  • TX RA
    APPROVED
    Since 2024-08-12

Branch Locations

1525 South Grove Avenue Unit 202, Barrington, IL 60010 • 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
Voya Financial Advisors Des Moines IA 09/2014 06/2021
Cetera Advisor Networks Llc El Segundo CA 06/2021 08/2024
Cetera Investment Advisers Llc Schaumburg IL 06/2023 08/2024
Merit Financial Advisors Barrington IL 08/2024 Present
Purshe Kaplan Sterling Investments Albany NY 08/2024 Present
  • 09/2014 → 06/2021
    Voya Financial Advisors
    Des Moines, IA
  • 06/2021 → 08/2024
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 06/2023 → 08/2024
    Schaumburg, IL
  • 08/2024 → Present
    Barrington, IL
  • 08/2024 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
Previous Registrations
  • 2023-06-29 → 2024-08-13
    Barrington, IL
  • 2021-06-09 → 2023-06-29
    Cetera Wealth Services, Llc
    Brooklyn Park, MN
    Barrington, IL
  • 2008-07-17 → 2021-06-09
    Naperville, IL
    Inverness, IL
    Barrington, IL
    Brooklyn Park, MN
    Windsor, CT
  • 2007-02-09 → 2008-07-07
    Chase Investment Services Corp.
    Bloomingdale, IL
  • 2006-10-12 → 2006-10-19
    Rolling Meadows, IL
    Palatine, IL
    Arlington Heights, IL
    Hoffman Estates, IL
    Johnston, RI
    Mt. Prospect, IL
  • 2003-06-30 → 2005-08-31
    Td Ameritrade, Inc.
    Northbrook, IL
Other Businesses

1. Merit Financial Advisors Investment Related. At the registered location. RIA. Financial Advisor, 08/16/2024. 200. 200. Investment Advisor through Outside RIA. 2. Fixed insurance. Investment Related. At the registered location. Fixed Insurance. Agent. 08/16/2024. 10. 10. Provide insurance advice based on the needs of client(s). 3. PKSF. Investment Related. At the registered location. Fixed Insurance. Agent. 08/16/2024. 10. 10. Provide insurance advice based on the needs of client(s). 4. Ceasare and Marie Vitale Living. Investment related. At the registered location. Executor of trust. Trustee. 12/1/1999.2.4. I'm the trustee on parents trust account.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-06-18
S63 Uniform Securities Agent State Law Examination 1994-07-19
  • S66 Uniform Combined State Law Examination
    2003-06-18
  • S63 Uniform Securities Agent State Law Examination
    1994-07-19
Other Names
  • Francesco P Vitale
  • Frank Paul Vitale
  • Francesco Paolo Vitale
  • Frank P Vitale

View on SEC IAPD

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