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Merit Financial Advisors CRD 142457
$23.9B regulatory AUM 3 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-02 |
| GA | RA | APPROVED | 2024-03-27 |
Branch Locations
Fernandina Beach, FL • 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 |
|---|---|---|---|---|
| E*Trade Securities Llc | Alpharetta | GA | 04/2016 | 11/2019 |
| E*Trade Capital Management Llc | Alpharetta | GA | 04/2016 | 11/2019 |
| Lpl Financial Llc | Plymouth | MN | 01/2020 | 08/2024 |
| Wealth Enhancement Group | Plymouth | MN | 12/2019 | 03/2024 |
| Wealth Enhancement Advisory Services | Plymouth | MN | 02/2020 | 03/2024 |
| Wealth Enhancement Brokerage Services | Plymouth | MN | 03/2020 | 03/2024 |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2024 | Present |
| Merit Financial Advisors | Alpharetta | GA | 08/2024 | Present |
1. Merit Financial Advisors. Investment Related. At Registered Location. RIA. Investment Advisor Representative. 3/26/2024. 160. 160. Admin 2. PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-22 |
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