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Current Employers
Merit Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-01-28
PA RA APPROVED 2023-05-22
  • LA RA
    APPROVED
    Since 2026-01-28
  • PA RA
    APPROVED
    Since 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

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
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
  • 07/2022 → 05/2023
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 03/2022 → 05/2023
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 01/2021 → 03/2022
    Fischer Insurance Agency
    Williamsport, PA
  • 06/2020 → 12/2020
    Lycoming County Prison
    Williamsport, PA
  • 03/2020 → 06/2020
    Lycoming County 911/Ema - Emergency Management Agency
    Montoursville, PA
  • 02/2018 → 08/2018
    Bearing & Drive Solutions
    Williamsport, PA
  • 01/2012 → 12/2020
    J & J Lawncare & Landscaping
    Montoursville, PA
  • 05/2023 → 08/2024
    Lpl Financial, Llc
    Williamsport, PA
  • 05/2023 → Present
    Alpharetta, GA
  • 08/2024 → Present
    Pks Investments
    Albany, NY
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-02
  • S66 Uniform Combined State Law Examination
    2022-11-02

View on SEC IAPD

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