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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2016-03-10 |
Branch Locations
3595 Grandview Parkway Suite 425, Birmingham, AL 35243 • 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 |
|---|---|---|---|---|
| Merit Financial Advisors | Birmingham | AL | 04/2015 | Present |
| Lpl Financial Llc | Birmingham | AL | 10/2015 | 08/2024 |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2024 | Present |
1. Merit Financial Advisors. Investment Related. At registered location. RIA. Registered Investment Advisor. Started 04/29/2015.160 .160. Admin. 2. PKS. Investment Related. At branch location. BD. Registered Representative. Started 8/16/24. 160. 160. Admin.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-31 |
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