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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-05-22 |
| TX | RA | APPROVED | 2023-05-22 |
Branch Locations
Oaks Plaza 2350 E. Third Street Suite 6, Williamsport, PA 17701 • 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 |
|---|---|---|---|---|
| Planned Futures, Llc | Williamsport | PA | 07/2010 | 05/2023 |
| Voya Financial Advisors | Williamsport | PA | 09/2014 | 07/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2020 | 05/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2020 | 05/2023 |
| Lpl Financial Llc | Williamsport | PA | 05/2023 | 08/2024 |
| Merit Financial Advisors | Williamsport | PA | 05/2023 | Present |
| Pks Investments | Albany | NY | 08/2024 | Present |
1. Merit Financial Advisors. Investment Related. At Registered Location. RIA. Wealth Manager / Partner. Start Date: 07/15/2024. 160 hrs/ month; all during trading hours. Service clients. 2. Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 07/15/2024. 1 hr/ month; all during trading hours. Provide insurance advice based on the needs of client(s). 3. 5 West Main Partnership. Not Investment Related. At Registered Location. Real Estate Rental. Other. Start Date: 01/15/1993. 0 hrs/ month; none during trading hours. Real Estate Rental 4. PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-17 |
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