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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-06-12 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
4524 Dollar Drive, West Bend, WI 53095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Rapids | MI | 11/2017 | 05/2019 |
| Elmhurst College | Elmhurst | IL | 08/2013 | 02/2017 |
| Hoopis Group | Naperville | IL | 07/2017 | 10/2017 |
| Bank Of America, N.A. | Grand Rapids | MI | 11/2017 | 05/2019 |
| J.P. Morgan Securities Llc | Waukesha | WI | 08/2019 | 10/2021 |
| Jpmorgan Chase Bank, N.A. | Waukesha | WI | 08/2019 | 10/2021 |
| Unemployed | Twin Lake | MI | 06/2019 | 07/2019 |
| Unemployed | Elmhurst | IL | 03/2017 | 06/2017 |
| Woodbury Financial Services Inc | West Bend | WI | 11/2021 | 06/2023 |
| Lpl Financial Llc | West Bend | WI | 06/2023 | 08/2024 |
| Merit Financial Advisors | Alpharetta | GA | 06/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2024 | Present |
1) Fixed Insurance. Investment Related. At registered location. Independent Insurance. Agent. 07/2024. Hrs/month 10 all during trading hours. provide insurance advice based on the needs of client. 2) Merit Financial Advisors. Investment Related. At Reported Business Location(s). Registered Investment Advisor. IAR. 06/2023 - Hrs/month 160 all during trading hours. Service Clients. 3) PKS. Investment Related. At the registered location. RR of BD. Commission compensation. 4) Senior Citizens Activities, Inc.; Not investment-related; 2378 W Washington St Ste A, West Bend, WI 53095; Board Member; 06/01/2025; 3 hours monthly; 1 hour during securities trading hours; I am a sitting Board Member for Senior Citizens Activities, Inc. during meetings finances are reviewed. I do not have any control or oversight to the finances for SCAI.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-25 |
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