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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-01-29 |
| TX | RA | APPROVED_RES | 2026-01-29 |
| WA | RA | APPROVED | 2024-03-08 |
Branch Locations
111 S Post St #2260, Spokane, WA 99201 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Spokane | WA | 02/2013 | 08/2024 |
| Mariner Independent Advisor Network, Llc | Spokane | WA | 08/2023 | 03/2024 |
| Merit Financial Advisors | Spokane | WA | 03/2024 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2024 | Present |
1.Merit Financial Advisors. Investment Related. At Registered Location. RIA. IAR. IAR. 03/2024. 160.130. Service Clients. 2. Fixed Insurance. Investment Related. At Registered Location. Fixed/Traditional Insurance. Agent. Agent. 08/2024.10.10.Sales of Fixed/Traditional Insurance products. 3 - Notary - State of Washington; Not investment related. At Registered Location; Notary. Notary Public. 08/2015.1.1.Notarize documents as needed for clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-20 |
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