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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-03-06 |
| TX | RA | APPROVED | 2022-03-06 |
| CA | RA | APPROVED | 2020-09-16 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
4747 Morena Boulevard Suite 102, San Diego, CA 92117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp | San Diego | CA | 08/2006 | 10/2019 |
| 1St Global Advisors, Inc. | San Diego | CA | 01/2007 | 10/2019 |
| Avantax Insurance Services, Inc. | San Diego | CA | 03/2007 | 08/2020 |
| Reason Financial, Inc. (Previously Rawdin-Baron Financial, Inc.) | San Diego | CA | 11/2010 | 09/2020 |
| Avantax Advisory Services | San Diego | CA | 10/2019 | 08/2020 |
| Avantax Investment Services, Inc. | San Diego | CA | 10/2019 | 08/2020 |
| Avantax Insurance Agency | San Diego | CA | 12/2019 | 08/2020 |
| Lpl Financial, Llc | San Diego | CA | 09/2020 | 08/2024 |
| Merit Financial Advisors | San Diego | CA | 09/2020 | Present |
| Pks Investments | Albany | NY | 08/2024 | Present |
1.) Merit Financial Advisors Investment Related. At Registered Location. RIA. IAR Started 9/2020. 160.160. provide investment advisory services through Merit Financial Group LLC, an independent investment advisor firm. 2.) Fixed Insurance. Investment Related. At the registered location. Insurance. Agent. Agent.07/15/2024.10.10. Provide insurance advice based on the needs of client(s). 3. )Reason Tax Group, LLC. Not Investment Related. At the registered location. Tax Prep. Owner. Owner. 20.20. Tax Prep 4.)PKS. Investment Related. At the registered location. RR of BD. Commission compensation. 5.)Friends of Kate Sessions; Not investment related; 2150 Beryl St, San Diego, CA 92109; Elementary Parent Teacher Organization; Co-Treasurer; 08/01/2025; 4 hours monthly; 0 hours during securities trading hours; bookkeeping and payments
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-09 |
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