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Current Employers
Merit Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-04-24
  • WA RA
    APPROVED
    Since 2026-04-24

Branch Locations

1326 5Th Ave, Suite 445, Seattle, WA 98101 • 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
Commonwealth Financial Network Waltham MA 01/2003 04/2026
Pradel Financial Group Seattle WA 01/2003 04/2026
Merit Financial Advisors Alpharetta GA 04/2026 Present
Purshe Kaplan Sterling Investments Albany NY 04/2026 Present
Previous Registrations
Other Businesses

1. Merit Financial Advisors. Investment-Related. At Registered Location. RIA. IAR. 04/2026. 160 hrs/month. 160 hrs during securities hrs. Service clients. 2. Fixed Insurance. Investment-Related. At Registered Location. Fixed Insurance. Agent. 04/2026. 1 hr/month. 1 hr during securities hrs. Provide insurance advice based on the needs of clients.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-04-09
S63 Uniform Securities Agent State Law Examination 1993-12-21
  • S65 Uniform Investment Adviser Law Examination
    1996-04-09
  • S63 Uniform Securities Agent State Law Examination
    1993-12-21
Designations

View on SEC IAPD

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