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Current Employers
Merit Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-06-02
  • GA RA
    APPROVED
    Since 2022-06-02

Branch Locations

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

2551 Lafayette Plaza Dr, Albany, GA 31707 • 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
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
  • 05/2006 → 05/2022
    Dasher And Padgett Financial Advisors, Inc.
    Albany, GA
  • 06/1995 → Present
    Antioch Baptist Church
    Sylvester, GA
  • 01/2009 → 02/2018
    Invest Financial Corporation
    Albany, GA
  • 02/2018 → 08/2024
    Albany, GA
  • 05/2022 → Present
    Alpharetta, GA
  • 08/2024 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
Previous Registrations
  • 2018-02-14 → 2022-07-12
    Albany, GA
  • 2009-01-07 → 2018-02-14
    Invest Financial Corporation
    Albany, GA
    Appleton, WI
  • 2007-05-08 → 2009-05-26
    Dasher & Padgett Finanical Advisors, Inc.
    Albany, GA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-06-15
S63 Uniform Securities Agent State Law Examination 1994-11-04
  • S65 Uniform Investment Adviser Law Examination
    2006-06-15
  • S63 Uniform Securities Agent State Law Examination
    1994-11-04

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