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Current Employers
Merit Financial Partners Llc

69-64 Grand Avenue, Maspeth, NY 11378 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-09-30
  • NY RA
    APPROVED
    Since 2021-09-30

Branch Locations

Staten Island, NY • United States

69-64 Grand Avenue, Maspeth, NY 11378 • 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
Merit Financial Partners, Llc Maspeth NY 03/2021 Present
Self-Employed Staten Island NY 01/2016 Present
Full-Time Student Brooklyn NY 01/2011 12/2018
  • 03/2021 → Present
    Maspeth, NY
  • 01/2016 → Present
    Self-Employed
    Staten Island, NY
  • 01/2011 → 12/2018
    Full-Time Student
    Brooklyn, NY
Other Businesses

Self-Employed. Not investment-related. Staten Island, NY Part-time self-employed tax accountant that provides tax preparation and accounting services. 01/2016 - Present. 40-60 hours per month. 25 hours per month during securities trading hours. Tax accountant providing tax preparation and accounting services.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-17
  • S65 Uniform Investment Adviser Law Examination
    2021-09-17

View on SEC IAPD

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