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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-24 |
Branch Locations
725 N. Highway A1A Suite E-109, Jupiter, FL 33477 • 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 |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2026 | Present |
| Lpl Financial, Llc | Jupiter | FL | 03/2016 | 12/2017 |
| Independent Financial Partners | Jupiter | FL | 03/2016 | 12/2017 |
| Ameriprise Financial Services, Llc | Palm Beach Gardens | FL | 07/2024 | 04/2026 |
| Catholic Charities Diocese Of Palm Beach | Riviera Beach | FL | 08/2018 | 07/2024 |
| Our Lady Of Florida Spiritual Center | Palm Beach Gardens | FL | 04/2018 | 07/2020 |
| Me In Order | Jupiter | FL | 12/2017 | 08/2018 |
| Mary Ann Phillips Cpa | Jupiter | FL | 02/2018 | 06/2018 |
| Merit Financial Advisors | Alpharetta | GA | 04/2026 | Present |
1. Merit Financial Advisors. Investment related. At registered location. RIA. IAR. Start date: 05/2026. 160 hrs/month; all during trading hours. Service clients. 2. Fixed Investment related. At registered location. Fixed/Traditional insurance. Agent. Start date: 05/2026. 1 hr/month; during trading hours. Provide insurance advice baseneeds of client(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-02 |
| S65 | Uniform Investment Adviser Law Examination | 2014-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-01 |
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