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Current Employers
Merit Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-04-25
TX RA APPROVED_RES 2025-04-25
WI RA APPROVED 2025-04-25
  • OH RA
    APPROVED
    Since 2025-04-25
  • TX RA
    APPROVED_RES
    Since 2025-04-25
  • WI RA
    APPROVED
    Since 2025-04-25

Branch Locations

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

1160 Fond Du Lac Ave, Sheboygan Falls, WI 53085 • 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
Mass Mutual Life Insurance Company Maumee OH 04/2018 09/2018
Mml Investors Services Maumee OH 05/2018 09/2018
Ohio University, Department Of Housing Athens OH 08/2016 05/2018
Ohio University Athens OH 08/2014 05/2018
Charles Schwab Austin TX 06/2017 08/2017
Parker's Painting Mccutchenville OH 05/2015 05/2018
Mai Capital Managment Cleveland OH 09/2018 02/2019
Morgan Stanley Pepper Pike OH 05/2019 02/2023
Unemployment Cleveland OH 02/2019 05/2019
Safeguard Wealth Management Tiffin OH 02/2023 04/2025
Merit Financial Advisors Alpharetta GA 04/2025 Present
  • 04/2018 → 09/2018
    Mass Mutual Life Insurance Company
    Maumee, OH
  • 05/2018 → 09/2018
    Mml Investors Services
    Maumee, OH
  • 08/2016 → 05/2018
    Ohio University, Department Of Housing
    Athens, OH
  • 08/2014 → 05/2018
    Ohio University
    Athens, OH
  • 06/2017 → 08/2017
    Charles Schwab
    Austin, TX
  • 05/2015 → 05/2018
    Parker's Painting
    Mccutchenville, OH
  • 09/2018 → 02/2019
    Mai Capital Managment
    Cleveland, OH
  • 05/2019 → 02/2023
    Pepper Pike, OH
  • 02/2019 → 05/2019
    Unemployment
    Cleveland, OH
  • 02/2023 → 04/2025
    Safeguard Wealth Management
    Tiffin, OH
  • 04/2025 → Present
    Alpharetta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-10
  • S66 Uniform Combined State Law Examination
    2019-07-10
Other Names
  • Mitch Parker

View on SEC IAPD

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