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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-21 |
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