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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-10-09 |
| MD | RA | APPROVED | 2025-10-03 |
Branch Locations
2099 Gaither Road, Suite 110, Rockville, MD 20850 • 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 |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | Bozeman | MT | 09/2015 | 01/2023 |
| Northwestern Mutual Wealth Management Company | Bozeman | MT | 07/2021 | 01/2023 |
| Public Land/Water Access Association, | Bozeman | MT | 11/2022 | 08/2024 |
| Triad Advisors | Norcross | GA | 02/2023 | 08/2024 |
| Osaic Wealth, Inc. | Rockville | MD | 08/2024 | 09/2025 |
| Obsidian Personal Planning Solutions, Llc | Rockville | MD | 02/2023 | 09/2025 |
| Andrea Anderson Wass | Bozeman | MT | 10/2013 | 01/2023 |
| Merit Financial Group Dba Merit Financial Advisors | Alpharetta | GA | 09/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2025 | Present |
1.) Merit Financial Group DBA Merit Financial Advisors. Investment Related. At Registered Location. RIA. IAR. 10/2025. 160. 160. Service Clients. 2.) Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. 10/2025. 1. 1. Provide insurance advice based on the needs of client(s).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-01-09 |
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