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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-01-06 |
Branch Locations
6415 E Lake Sammamish Pkwy Se Suite 100, Issaquah, WA 98029 • 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 |
|---|---|---|---|---|
| Sva Wealth Management, Llc | Madison | WI | 10/2015 | 12/2020 |
| Wealth Enhancement Group | Plymouth | MN | 01/2021 | 02/2021 |
| Facet Wealth | Baltimore | MD | 02/2021 | 04/2023 |
| Real Talk Capital, Llc | Franklin | TN | 04/2023 | 10/2024 |
| Merit Financial Advisors | Issaquah | WI | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-02 |
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