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Current Employers
Merit Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-18
  • TX RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2024 → 06/2025
    Texas A And M University
    College Station, TX
  • 05/2024 → 07/2024
    Shop Companies
    Dallas, TX
  • 08/2023 → 05/2024
    Texas A And M University
    College Station, TX
  • 05/2023 → 08/2023
    Wayforward Adventures
    Del Norte, CO
  • 08/2022 → 05/2023
    Texas A And M University
    College Station, TX
  • 05/2022 → 08/2022
    Wayforward Adventures
    Del Norte, CO
  • 08/2021 → 05/2022
    Texas A And M University
    College Station, TX
  • 05/2021 → 08/2021
    Unemployed
    San Antonio, TX
  • 08/2019 → 05/2020
    Student
    San Antonio, TX
  • 08/2018 → 05/2019
    Saint Marys Hall
    San Antonio, TX
  • 05/2019 → 08/2019
    Unemployed
    San Antonio, TX
  • 08/2017 → 05/2018
    Saint Marys Hall
    San Antonio, TX
  • 05/2017 → 08/2017
    Unemployed
    San Antonio, TX
  • 08/2016 → 05/2017
    Saint Mays Hall
    San Antonio, TX
  • 05/2020 → 08/2020
    Unemployed
    San Antonio, TX
  • 08/2020 → 05/2021
    Student
    College Station, TX
  • 05/2018 → 08/2018
    Unemployed
    San Antonio, TX
  • 06/2025 → 06/2026
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 01/2026 → 06/2026
    Northwestern Mutual Investment Services Llc
    Dallas, TX
  • 06/2026 → Present
    Alpharetta, GA
  • 08/2026 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-20
  • S66 Uniform Combined State Law Examination
    2026-06-20
Other Names
  • Hunter Powell
  • Zach Powell

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