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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-29 |
| LA | RA | APPROVED | 2026-01-28 |
| WA | RA | APPROVED | 2022-10-03 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
6415 E Lake Sammamish Pkwy Se Suite 100, Issaquah, WA 98029 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Russell Investments | Seattle | WA | 04/2014 | 01/2017 |
| Umpqua Investments | Seattle | WA | 03/2019 | 01/2020 |
| Build Asset Management, Llc | Seattle | WA | 01/2020 | 03/2021 |
| Triad Investment Management | Issaquah | WA | 05/2021 | 09/2022 |
| Lpl Financial, Llc | Issaquah | WA | 05/2021 | 08/2024 |
| Russell Investments | Seattle | WA | 01/2017 | 06/2018 |
| Russell Investments | Seattle | WA | 06/2018 | 03/2019 |
| Merit Financial Advisors | Alpharetta | GA | 09/2022 | Present |
| Pks Investments | Albany | NY | 08/2024 | Present |
1. Merit Financial Group dba Merit Financial Advisors. Investment Related. At registered location. IAR. 09/30/2022. 20.20. I provide investment advisory services through Merit Financial Group, an independent investment advisor firm. 2.Fixed Insurance. Investment related. At registered location. Insurance. Agent. 8/15/2024.10. 10. Provide insurance advice based on the needs of the client(s) 3. PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-30 |
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