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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-03-06 |
| TX | RA | APPROVED | 2022-03-06 |
| CA | RA | APPROVED | 2020-09-16 |
Branch Locations
877 Cow Creek Road, Lucile, ID 83542 • United States
4747 Morena Boulevard Suite 102, San Diego, CA 92117 • 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 |
|---|---|---|---|---|
| 1St Global Capital Corp. | El Cajon | CA | 01/2006 | 10/2019 |
| 1St Global Advisors, Inc. | El Cajon | CA | 05/2006 | 10/2019 |
| Avantax Insurance Services, Inc. | San Diego | CA | 06/2007 | 08/2020 |
| Reason Financial, Inc. | San Diego | CA | 07/2012 | Present |
| Avantax Advisory Services | San Diego | CA | 10/2019 | 08/2020 |
| Avantax Investment Services, Inc. | San Diego | CA | 10/2019 | 08/2020 |
| Avantax Insurance Agency, Llc | San Diego | CA | 12/2019 | 08/2020 |
| Lpl Financial, Llc | San Diego | CA | 09/2020 | 08/2024 |
| Merit Financial Advisors | San Diego | CA | 07/2012 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2024 | Present |
1 - Merit Financial Advisors; Yes; At Registered Location; RIA; IAR; 09/2020; 160; 130; Service Clients. 2 - Merit Financial Advisors. Investment Related. At registered location. IAR. RIA. 9/2020. 160. 130. Service clients. 2 - Fixed Insurance; Yes; At Registered Location; Fixed/Traditional Insurance; Agent; 08/2024; 1; 1; Sales of Fixed/Traditional Insurance products. 3 - Real Estate Rentals. No. Multiple locations. Rental properties. Owner. 9/2013. 1. 1. Rents out houses. 4 - Reason Tax Group, LLC. Not Investment Related. CPA. Tax Prep. At registered location. 1/2013. 200. 160. Prepping tax business/accounting/CPA 5 - Reason Financial and Tax. At registered location. Not investment related. Consulting services. Owner. 1/2021. 20. 20. Provide financial planning and consulting services. 6 - PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-06 |
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