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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-01-28 |
| TX | RA | APPROVED | 2026-01-28 |
| OK | RA | APPROVED | 2021-01-14 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
6140 South 104 East Avenue Suite 100, Tulsa, OK 74133 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp. | Tulsa | OK | 02/1997 | 10/2019 |
| Union Financial Advisors, Inc | Tulsa | OK | 11/2002 | Present |
| Avantax Insurance Services, Inc. | Tulsa | OK | 06/2004 | 01/2021 |
| 1St Global Advisors, Inc. | Tulsa | OK | 10/2010 | 10/2019 |
| Avantax Advisory Services | Tulsa | OK | 10/2019 | 01/2021 |
| Avantax Investment Services, Inc. | Tulsa | OK | 10/2019 | 01/2021 |
| Lpl Financial Llc | Tulsa | OK | 01/2021 | 08/2024 |
| Merit Financial Advisors | Tulsa | OK | 01/2021 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2024 | Present |
1) Merit Financial Advisors. Investment Related. At registered location. RIA. IAR. 07/2024. Hrs/month 160 all during trading hours. Service clients. 2) Union Financial Partners. Investment Related. At registered location. RIA. IAR. 10/2011. Hrs/month 200 with 160 during trading hours. IAR. 3) Fixed Insurance. Investment Related. At registered location. Fixed/Traditional Insurance. Agent. 07/2015. Hrs/month 5 all during trading hours. Provide insurance advice based on the needs of client(s). 4) Notary. Not investment related. At registered location. Notary. Other. 01/1995. Hrs/month 1 all during trading hours. Notary.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-06-01 |
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