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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-02 |
Branch Locations
1160 Fond Du Lac Ave, Sheboygan Falls, WI 53085 • 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 |
|---|---|---|---|---|
| Columbia Financial Center Incorporated | Portland | OR | 01/2004 | 12/2023 |
| Columbia Funds Distributor, Inc | Chicago | IL | 03/2005 | 12/2023 |
| Banc Of America Capital Management Llc | Chicago | IL | 04/2005 | 12/2023 |
| Riversource Investments | Minneapolis | MN | 05/2010 | 12/2023 |
| Riversource Fund Distributors, Inc. | Chicago | IL | 05/2010 | 12/2023 |
| Merit Financial Advisors | Alpharetta | GA | 12/2024 | Present |
| Unemployed | Cedarburg | WI | 12/2023 | 12/2024 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2025 | Present |
1. Merit Financial Advisors. Investment-related. At registered location. RIA. IAR. Start date: 12/9/2024. 160 hrs/month; all during trading hours. Service clients. 2. PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-25 |
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