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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-03 |
| WA | RA | APPROVED | 2022-10-03 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
6415 E Lake Sammamish Pkwy Se Suite 100, Issaquah, WA 98029 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Bellevue | WA | 08/2005 | 08/2024 |
| Path Wealth Management Llc | Bellevue | WA | 01/2009 | 12/2021 |
| Triad Financial Strategies,Inc.(Dba:TRiad Investment Management) | Bellevue | WA | 11/2018 | 09/2022 |
| Merit Financial Advisors | Alpharetta | GA | 09/2022 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2024 | Present |
1) .Merit Financial Advisors. Investment Related. At registered location. RIA. IAR. IAR. 9/30/2022. 160. 160. I provide investment advisory services through Merit, an independent investment advisor firm. 2) Fixed Insurance. Not Investment related. At Registered location. Insurance. Agent. 7/15/2024.1.1. Provide insurance advice based on the needs of client(s). 3) PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-18 |
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