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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-08 |
Branch Locations
3100 Smoketree Ct, Ste 1002, Raleigh, NC 27604 • United States
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • 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 |
|---|---|---|---|---|
| E*Trade Securities Llc | Alpharetta | GA | 10/2014 | 02/2017 |
| Shorter University | Rome | GA | 08/2011 | 02/2017 |
| Liberty University | Lynchburg | VA | 06/2013 | Present |
| Washington State University | Pullman | WA | 01/2014 | 10/2020 |
| E*Trade Securities Llc | Alpharetta | GA | 02/2017 | 11/2019 |
| E*Trade Capital Management Llc | Alpharetta | GA | 10/2019 | 11/2019 |
| E*Trade Securities Llc | Alpharetta | GA | 11/2019 | 02/2020 |
| E*Trade Capital Management Llc | Alpharetta | GA | 11/2019 | 02/2020 |
| E*Trade Securities Llc | Alpharetta | GA | 02/2020 | 07/2022 |
| E*Trade Capital Management Llc | Alpharetta | GA | 02/2020 | 07/2022 |
| E*Trade Securities Llc | Winter Park | FL | 07/2022 | 06/2023 |
| E*Trade Capital Management Llc | Winter Park | FL | 07/2022 | 06/2023 |
| Morgan Stanley | Winter Park | FL | 01/2023 | 06/2023 |
| Wealth Enhancement Group | Wilmington | NC | 06/2023 | 05/2025 |
| Wealth Enhancement Advisory Services | Wilmington | NC | 06/2023 | 05/2025 |
| Wealth Enhancement Brokerage Services | Wilmington | NC | 06/2023 | 05/2025 |
| Merit Financial Advisors | Raleigh | NC | 05/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2025 | Present |
1. Merit Financial Advisors. Investment-related. At registered location. RIA. IAR. 04/2025. 160 hrs/month. 160 hrs during trading hrs. Business development. 2. Adjunct Faculty - Liberty University (online programs). Not investment-related. 1971 University Blvd, Lynchburg, VA 24515. Teaching. Professor. 06/2013. 8 hrs/month. 0 hrs during trading hrs. I teach a few courses per year in Liberty University's online degree programs and have done so since 2013. 3. PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-23 |
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