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Alexander Charles Barthold

Merit Financial Advisors

Alpharetta, GA

Alpharetta, GA

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Current Employers
Merit Financial Advisors

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-12-17
  • GA RA
    APPROVED
    Since 2024-12-17

Branch Locations

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
E*Trade Securities Llc Alpharetta GA 09/2015 04/2020
E*Trade Capital Management Llc Alpharetta GA 09/2015 04/2020
E*Trade Securities Llc Alpahretta GA 04/2020 12/2024
E*Trade Capital Management Llc Alpharetta GA 04/2020 12/2024
Morgan Stanley Alpharetta GA 03/2023 12/2024
Morgan Stanley Alpharetta GA 09/2023 12/2024
Morgan Stanley Alpharetta GA 09/2023 12/2024
Merit Financial Advisors Alpharetta GA 12/2024 Present
Purshe Kaplan Sterling Investments Albany NY 12/2024 Present
  • 09/2015 → 04/2020
    E*Trade Securities Llc
    Alpharetta, GA
  • 09/2015 → 04/2020
    E*Trade Capital Management Llc
    Alpharetta, GA
  • 04/2020 → 12/2024
    E*Trade Securities Llc
    Alpahretta, GA
  • 04/2020 → 12/2024
    E*Trade Capital Management Llc
    Alpharetta, GA
  • 03/2023 → 12/2024
    Morgan Stanley
    Alpharetta, GA
  • 09/2023 → 12/2024
    Morgan Stanley
    Alpharetta, GA
  • 09/2023 → 12/2024
    Morgan Stanley
    Alpharetta, GA
  • 12/2024 → Present
    Merit Financial Advisors
    Alpharetta, GA
  • 12/2024 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
Previous Registrations
  • 2023-09-05 → 2024-12-20
    Morgan Stanley
    Alpharetta, GA
    Alpharetta, GA
  • 2010-07-26 → 2023-09-05
    Harrisdirect Llc
    Arlington, VA
    Atlanta, GA
    Alpharetta, GA
    Alpharetta, GA
  • 2008-11-10 → 2009-04-20
    Edward Jones
    Roswell, GA
    St Louis, MO
Other Businesses

1. Merit Financial Advisors. Investment Related. At Registered Location. RIA. Regional Vice President and Director, Partner Programs. 12/2024. 160 Hrs/Mo: All during Trading Hours. Regional Vice President and Director, Partner Programs. 2. PKS. Investment Related. At the registered location. RR of BD. Commission compensation.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-10-16
  • S66 Uniform Combined State Law Examination
    2008-10-16
Designations
Other Names
  • Alexander Barthold
  • Alex Barthold

View on SEC IAPD

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COMMONWEALTH FINANCIAL NETWORK
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BROOKSTONE WEALTH ADVISORS, LLC
LADENBURG THALMANN ASSET MANAGEMENT INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRESFUND ADVISORS

Other Investors

PAUL MATTHEW DAMM
MACARTHER ROYSTER PLUMART
PAUL FRANCIS SHAUGHNESSY
BRENDAN HUGH KEELAN
DANIEL ROSS MOSKOWITZ
RHEANNON LEA BODDIE
VENZON VICENCIO AROMIN
WILLIAM CLAY TUCKER

Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
LADENBURG THALMANN ASSET MANAGEMENT INC · Norcross, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · ALPHARETTA, GA

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