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Current Employers
Merit Financial Advisors

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-04-30
WI RA APPROVED 2025-04-25
  • FL RA
    APPROVED
    Since 2025-04-30
  • WI RA
    APPROVED
    Since 2025-04-25

Branch Locations

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

1160 Fond Du Lac Ave, Sheboygan Falls, WI 53085 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Robert W. Baird & Co. Mequon WI 08/2015 02/2020
Massmutual Life Insurance Co. Orlando FL 03/2023 05/2024
Mml Investors Services Orlando FL 03/2023 05/2024
Robert W. Baird & Co Milwaukee WI 02/2020 03/2022
Unemployed Menomonee Falls WI 03/2022 03/2023
Safeguard Wealth Management Orlando FL 06/2024 04/2025
Merit Financial Advisors Alpharetta GA 04/2025 Present
  • 08/2015 → 02/2020
    Robert W. Baird & Co.
    Mequon, WI
  • 03/2023 → 05/2024
    Massmutual Life Insurance Co.
    Orlando, FL
  • 03/2023 → 05/2024
    Mml Investors Services
    Orlando, FL
  • 02/2020 → 03/2022
    Robert W. Baird & Co
    Milwaukee, WI
  • 03/2022 → 03/2023
    Unemployed
    Menomonee Falls, WI
  • 06/2024 → 04/2025
    Safeguard Wealth Management
    Orlando, FL
  • 04/2025 → Present
    Alpharetta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-19
  • S66 Uniform Combined State Law Examination
    2016-04-19
Designations
Other Names
  • Christian Alan Kalnins
  • Chris Alan Kalnins

View on SEC IAPD

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