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Current Employers
Merit Financial Advisors

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2019-11-07
FL RA APPROVED 2019-11-06
TX RA APPROVED_RES 2019-11-03
  • CT RA
    APPROVED
    Since 2019-11-07
  • FL RA
    APPROVED
    Since 2019-11-06
  • TX RA
    APPROVED_RES
    Since 2019-11-03

Branch Locations

Palm Beach Gardens, FL • United States

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

15 River Road Suite 15B, Wilton, CT 06897 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Price Financial Group Llc Dba Wilton CT 02/1995 Present
Presnick, Llc Wilton CT 11/2005 Present
Lpl Financial Llc Palm Beach Gardens FL 06/2011 08/2024
Private Advisor Group, Llc Morristown NJ 06/2011 11/2019
Merit Financial Advisors Palm Beach Gardens FL 11/2019 Present
  • 02/1995 → Present
    Price Financial Group Llc Dba
    Wilton, CT
  • 11/2005 → Present
    Presnick, Llc
    Wilton, CT
  • 06/2011 → 08/2024
    Lpl Financial Llc
    Palm Beach Gardens, FL
  • 06/2011 → 11/2019
    Morristown, NJ
  • 11/2019 → Present
    Palm Beach Gardens, FL
Previous Registrations
  • 2011-06-01 → 2019-11-01
    Morristown, NJ
    Wilton, CT
    Palm Beach Gardens, FL
  • 2005-08-11 → 2011-06-02
    Securities America Advisors, Inc.
    Wilton, CT
  • 1993-09-21 → 2005-08-05
    Osaic Fa, Inc.
    Wilton, CT
Other Businesses

(1) 5/20/2020 - Price Financial LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 12/31/2019 - 2 Hours Per Month/0 Hours During Securities Trading - Florida registered single member LLC. (2) 4/15/2021 - Merit Financial Group, LLC - DBA: (Hybrid) Merit - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 04/07/2021 - 10 Hours Per Month During Securities Trading. (3) 4/15/2021 - Merit Financial Group, LLC - DBA: (Hybrid) Merit Financial Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 04/07/2021 - 10 Hours Per Month During Securities Trading. (4) 01/01/2026 - Rental condo Juno Beach - Investment Related - 925 Bay Colony Dr, Juno Beach FL - Real Estate Rental - Owner - Start Date 01/01/2022 - 1 Hours Per Month/0 Hours During Securities Trading.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-11-09
  • S63 Uniform Securities Agent State Law Examination
    1984-11-09
Other Names
  • Lori Beth Resnick

View on SEC IAPD

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