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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-06-02 |
Branch Locations
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 |
|---|---|---|---|---|
| Dasher And Padgett Financial Advisors, Inc. | Albany | GA | 05/2006 | 05/2022 |
| Antioch Baptist Church | Sylvester | GA | 06/1995 | Present |
| Invest Financial Corporation | Albany | GA | 01/2009 | 02/2018 |
| Lpl Financial Llc | Albany | GA | 02/2018 | 08/2024 |
| Merit Financial Advisors | Alpharetta | GA | 05/2022 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2024 | Present |
1. Merit Financial Advisors. Investment-related. At registered location. RIA. IAR. 07/2024. 160 hrs/month. 160 hrs during trading hrs. Service clients. 2. Fixed Insurance. Investment-related. At registered location. Insurance. Agent. 07/2024. 5 hrs/month. 5 hrs during trading hrs. Provide insurance advice based on the needs of clients. 3. Antioch Baptist Church. Not investment-related. 31893 Highway 313, Sylvester, GA 31791. Charitable/Non-Profit Organization. Pastor. 11/1996. 5 hrs/month. 5 hrs during trading hrs. Pastor. 4. Notary Public. Not Investment-related. At registered location. Notary. Notary Public. 04/2019. 1 hr/month. 1 hr during trading hrs. Notary Public.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-04 |
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