Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2019-11-02 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Dallas, TX • United States
2625 E. Southlake Blvd. Suite 100, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Southlake | TX | 10/2007 | 08/2024 |
| Merit Financial Advisors | Southlake | TX | 11/2019 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2024 | Present |
1 - Merit Financial Advisors; Yes; At Registered Location; RIA; IAR; 11/2019; 160; 130; Service Clients. 2 - Fixed Insurance; Yes; At Registered Location; Fixed/Traditional Insurance; Agent; 08/2024; 10; 10; Sales of Fixed/Traditional Insurance products. 3 - 2324 Group; No, 2324 Cheek Sparger Rd Bedford, TX 76021; Business entity that owns cell phone tower; Owner; 02/1997; 1; 0; Limited partner in partnership that owns cell tower. I have the ability to sign documentation, take out loans, etc. 4 - PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-07-25 |
Reach out to this advisor