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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-01-28 |
| PA | RA | APPROVED | 2023-05-22 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Oaks Plaza 2350 E. Third Street Suite 6, Williamsport, PA 17701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2022 | 05/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2022 | 05/2023 |
| Fischer Insurance Agency | Williamsport | PA | 01/2021 | 03/2022 |
| Lycoming County Prison | Williamsport | PA | 06/2020 | 12/2020 |
| Lycoming County 911/Ema - Emergency Management Agency | Montoursville | PA | 03/2020 | 06/2020 |
| Bearing & Drive Solutions | Williamsport | PA | 02/2018 | 08/2018 |
| J & J Lawncare & Landscaping | Montoursville | PA | 01/2012 | 12/2020 |
| Lpl Financial, Llc | Williamsport | PA | 05/2023 | 08/2024 |
| Merit Financial Advisors | Alpharetta | GA | 05/2023 | Present |
| Pks Investments | Albany | NY | 08/2024 | Present |
1) Merit Financial Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 03/24/2023 - 160 Hours Per Month/ 8 Hours During Securities Trading - I provide investment advisory services through Merit Financial Group, LLC, an independent investment advisor firm. 2) Fixed Insurance - Investment Related - At Registered Location - Agent - Fixed/traditional Insurance - 7/2024 - 5 hrs/month all during trading hrs - Provide insurance advice based on the needs of clients 3) PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-02 |
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