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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2022-12-12 |
Branch Locations
324 S. Husband St., Ste 104, Stillwater, OK 74074 • United States
601 Delaware Po Box 266, Perry, OK 73077 • 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 |
|---|---|---|---|---|
| Exchange Bank And Trust Company | Stillwater | OK | 10/2012 | 06/2022 |
| Lpl Financial Llc | Perry | OK | 05/2022 | 08/2024 |
| Merit Financial Advisors | Perry | OK | 06/2022 | 04/2026 |
| Pks Investments | Albany | NY | 08/2024 | Present |
| Merit Financial Advisors | Alpharetta | GA | 04/2026 | Present |
1. Merit Financial Advisors. Investment Related. At Registered Location. RIA. Wealth Manager/IAR. 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. 10 hrs/ month; all during trading hours. Provide insurance advice based on the needs of client(s). 3. Stillwater Bible Church. Not Investment Related. 7617 W 6th Avenue, Stillwater, OK 74074. Charitable or Non-Profit Organization. Music Director. Start Date: 04/01/2018. 26 hrs/ month; all during trading hours. Music Director 4. PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-12 |
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