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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-05-11 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
290 West Mount Pleasant Ave, Suite 2330,, Livingston, NJ 07039 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Equities, Inc. | Parsippany | NJ | 06/2016 | 12/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2018 | Present |
| Summit Financial Resources, Inc. | Parsippany | NJ | 06/2016 | 09/2018 |
| Summit Financial, Llc | Livingston | NJ | 11/2018 | 05/2026 |
| Merit Financial Advisors | Alpharetta | GA | 05/2026 | Present |
1) Merit Financial Advisors. Investment-related. At registered location. RIA. Wealth Manager. Start date: 05/2026. 192 hrs/month; 8 hrs during trading hours. Provide investment and financial planning advice, manage investment accounts. 2) Diane Taylor; Not investment-related; 89 Fieldstone Drive, Springfield, NJ 07081; Notarize documents predominantly for our wealth management clients; Notary Public; 2020-09-17; .5 hours monthly; .5 hours during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-06-22 |
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