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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-26 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
13433 Reeck Court, Southgate, MI 48195 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Southgate | MI | 07/2012 | 05/2018 |
| Advantage Investment Management, Llc | Soutgate | MI | 02/2012 | 05/2018 |
| Commonwealth Financial Network | Waltham | MA | 05/2018 | 01/2026 |
| Tl Financial Group | Southgate | MI | 02/2011 | 01/2026 |
| Merit Financial Advisors | Southgate | MI | 01/2026 | Present |
| Pks Investments | Albany | NY | 01/2026 | Present |
1) Merit Financial Advisors. Investment-related. At registered location. RIA. Financial Advisor. Start date: 01/2026. 160 hrs/month; all during trading hours. Admin. 2) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 01/2026. 1 hrs/month all during trading hours. Sales of fixed / traditional insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-04 |
| S66 | Uniform Combined State Law Examination | 2011-12-29 |
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