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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-18 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
2801 Network Blvd., Suite 503, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas A And M University | College Station | TX | 08/2024 | 06/2025 |
| Shop Companies | Dallas | TX | 05/2024 | 07/2024 |
| Texas A And M University | College Station | TX | 08/2023 | 05/2024 |
| Wayforward Adventures | Del Norte | CO | 05/2023 | 08/2023 |
| Texas A And M University | College Station | TX | 08/2022 | 05/2023 |
| Wayforward Adventures | Del Norte | CO | 05/2022 | 08/2022 |
| Texas A And M University | College Station | TX | 08/2021 | 05/2022 |
| Unemployed | San Antonio | TX | 05/2021 | 08/2021 |
| Student | San Antonio | TX | 08/2019 | 05/2020 |
| Saint Marys Hall | San Antonio | TX | 08/2018 | 05/2019 |
| Unemployed | San Antonio | TX | 05/2019 | 08/2019 |
| Saint Marys Hall | San Antonio | TX | 08/2017 | 05/2018 |
| Unemployed | San Antonio | TX | 05/2017 | 08/2017 |
| Saint Mays Hall | San Antonio | TX | 08/2016 | 05/2017 |
| Unemployed | San Antonio | TX | 05/2020 | 08/2020 |
| Student | College Station | TX | 08/2020 | 05/2021 |
| Unemployed | San Antonio | TX | 05/2018 | 08/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2025 | 06/2026 |
| Northwestern Mutual Investment Services Llc | Dallas | TX | 01/2026 | 06/2026 |
| Merit Financial Advisors | Alpharetta | GA | 06/2026 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2026 | Present |
1) Merit Financial Advisors. Investment-related. At registered location. RIA. Financial Advisor. Start date: 08/2026. 160 hrs/month; all during trading hours. Provide advice to clients. 2) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 08/2026. 4 hrs/month all during trading hours. Sales of fixed / traditional insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-20 |
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