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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-07-17 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
600 Fairmount Avenue, Suite 101, Towson, MD 21286 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Towson Wealth Managment | Towson | MD | 03/2017 | 06/2026 |
| Merriweather Post Pavilion | Columbia | MD | 04/2016 | 08/2017 |
| Towson University | Towson | MD | 08/2014 | 12/2016 |
| Kestra Investment Services, Llc | Towson | MD | 03/2017 | 06/2026 |
| Kestra Advisory Services, Llc | Towson | MD | 01/2025 | 06/2026 |
| Merit Financial Advisors | Towson | MD | 07/2026 | Present |
| Pks Investments | Albany | NY | 07/2026 | Present |
1. Merit Financial Advisors. Investment-Related. At Registered Location. RIA. Admin. 07/2026. 160 hrs/month. 160 hrs during trading hrs. Admin.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-11-01 |
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