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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-11-14 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
20 N. Clark Street, Suite 2825, Chicago, IL 60602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Chicago | IL | 10/2014 | 07/2024 |
| Commonwealth Financial Network | Waltham | MA | 08/2024 | 11/2024 |
| Commonwealth Financial Network | Waltham | MA | 11/2024 | 03/2025 |
| Blueprint Wealth Advisors, Llc | Chicago | IL | 08/2024 | 03/2025 |
| Commonwealth Financial Network | Waltham | MA | 03/2025 | 11/2025 |
| Blueprint Wealth Advisors, Llc | Chicago | IL | 03/2025 | 11/2025 |
| Pks Investments | Albany | NY | 11/2025 | Present |
| Merit Financial Advisors | Alpharetta | GA | 11/2025 | Present |
1. Merit Financial Advisors. Investment related. At registered location. RIA. Advisor. Start date: 11/2025. 160 hrs/month; all during trading hours. Provide advice to clients. 2. Fixed Insurance. Investment related. At registered location. Fixed/Traditional insurance. Agent. Start date: 10/2025. 1 hr/month; during trading hours. Provide insurance advice based on the needs of client(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-12 |
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