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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-03-14 |
Branch Locations
275 S 5Th Ave, Suite 151, Pocatello, ID 83201 • United States
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sanctuary Wealth Management | Pocatello | ID | 06/2022 | 03/2025 |
| Idaho Central Credit Union | Rexburg | ID | 06/2021 | 06/2022 |
| Student | Rexburg | ID | 09/2003 | 06/2021 |
| Merit Financial Advisors | Alpharetta | GA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-25 |
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