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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-01-18 |
Branch Locations
11675 Rainwater Drive, Suite 625, Alpharetta, GA 30009 • United States
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc. | Atlanta | GA | 07/2018 | 12/2021 |
| Oxygen Financial | Atlanta | GA | 10/2016 | 01/2018 |
| Homrich & Berg | Atlanta | GA | 03/2013 | 10/2016 |
| Unemployed | Atlanta | GA | 02/2018 | 06/2018 |
| Lpl Financial, Llc | Atlanta | GA | 12/2021 | 08/2024 |
| Merit Financial Advisors | Roswell | GA | 12/2021 | Present |
| Pks Investments | Albany | NY | 08/2024 | Present |
1.) Merit Financial Advisors. Investment Related. At Registered Location. RIA. Investment Advisor Representative - Licensed Admin. 10/25/2021. 160. 160. Provide administrative support to MERIT FINANCIAL GROUP 2.) PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-16 |
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