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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-07-15 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
4235 S. Stream Blvd. Suite 100, Charlotte, NC 28217 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Charlotte | NC | 07/2012 | 08/2024 |
| Merit Financial Advisors | Charlotte | NC | 03/2017 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2024 | Present |
1. Merit Financial Advisors - Investment Related - At Registered Location - RIA - RIA Employee (Non-Producer) - 7/15/2024 - 160 hrs/month, 160 hrs during trading hrs - Administrative 2. Bank of America Stadium - Not Investment Related - 800 S Mint St, Charlotte, NC 28202 - Sports stadium - Suite attendant - Suite attendant - 12/2/2017 - 20 hrs/month, 20 hrs during trading hrs - Suite attendant at the Bank of America Stadium for the Carolina Panthers 3. PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-21 |
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