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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 |
| CO | RA | APPROVED | 2020-03-24 |
| TX | RA | APPROVED | 2020-03-24 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
4565 Hilton Parkway Suite 101, Colorado Springs, CO 80907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westwood Trust (Formerly Woodway Financial Advisors) | Houston | TX | 04/2007 | 02/2020 |
| Westwood Advisors | Houston | TX | 11/2017 | 02/2020 |
| Lpl Financial Llc | Colorado Springs | CO | 03/2020 | 08/2024 |
| I.M. Wealth Care, Llc | Colorado Springs | CO | 01/2020 | 07/2024 |
| Merit Financial Advisors | Colorado Springs | CO | 03/2020 | Present |
| Pks Investments | Albany | NY | 08/2024 | Present |
1. Merit Financial Advisors. Investment Related. At Registered Location. RIA. Wealth Manager/IAR. Start Date: 07/15/2024. 160 hrs/ month; all during trading hours. Service clients 2. Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 07/15/2024. 1 Hr/ month; all during trading hours. Provide insurance advice based on the needs of client(s). 3. The Catholic Foundation of the Diocese of Colorado Springs, Inc. Not Investment Related. 228 North Cascade Ave. Colorado Springs, CO 80903. Charitable or Non-Profit Organization. Board Member. Start Date: 01/01/2024. 2 hrs/ month; all during trading hours. Provide guidance and advice on foundation development efforts
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-12-27 |
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