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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-29 |
| FL | RA | APPROVED | 2025-10-22 |
| PA | RA | APPROVED | 2025-08-18 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
999 Vanderbilt Beach Road, Suite 200, Naples, FL 34108 • United States
2400 Ansys Drive, Suite 102, Canonsburg, PA 15317 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oakmont Capital Management, Llc | Oakmont | PA | 04/2010 | 03/2021 |
| Commonwealth Financial Network | Waltham | MA | 03/2021 | 08/2025 |
| Global Wealth Advisors | Canonsburg | PA | 03/2021 | 08/2025 |
| Merit Financial Advisors | Alpharetta | GA | 08/2025 | Present |
1. Owner, Bartko Associates, LLC, a private entity established to facilitate advisory business; as of 02/24/2021; 1% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-08 |
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