Best Investors
Account
Sign in
Best Investors
Account
Sign in
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-28 |
| WA | RA | APPROVED | 2023-01-09 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
1919 N Pearl Street Suite B-2, Tacoma, WA 98406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Des Moines | WA | 12/2021 | 08/2024 |
| Starbucks Corporation | Seattle | WA | 11/2020 | 11/2021 |
| Wescom Credit Union | Irvine | CA | 07/2018 | 10/2020 |
| Starbucks Corporation | Irvine | CA | 08/2015 | 07/2018 |
| Merit Financial Group, Llc Dba Merit Financial Advisors | Alpharetta | GA | 01/2023 | Present |
| Pks Investments | Albany | NY | 08/2024 | Present |
1) Merit Financial Group, LLC DBA Merit Financial Advisors. Investment Related. At Registered Location. RIA. IAR. 01/2023. Hrs/month 160 all during trading hours. Service Clients. 2) Fixed Insurance. Not Investment Related. At Registered Location. Fixed/Traditional Insurance. Agent. 08/2024. Hrs/month 10 all during trading hours. Sales of Fixed/Traditional Insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-02 |
Reach out to this advisor