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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-05-14 |
Branch Locations
111 S Post St # 2260, Spokane, WA 99201 • 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 |
|---|---|---|---|---|
| Td Ameritrade | San Diego | CA | 01/2018 | 07/2020 |
| Unemployed | San Diego | CA | 09/2017 | 12/2017 |
| Govx | San Diego | CA | 11/2016 | 09/2017 |
| Searsucker | San Diego | CA | 01/2014 | 11/2016 |
| Unemployed | Spokane | WA | 07/2020 | 10/2020 |
| Northern Capital Management, Inc. | Spokane | WA | 10/2020 | 02/2025 |
| Northern Capital Retirement Services, Inc. | Spokane | WA | 10/2020 | 02/2025 |
| Merit Financial Advisors | Alpharetta | GA | 02/2025 | Present |
| Pks Investments | Albany | NY | 02/2025 | Present |
1. Merit Financial Advisors. Investment-related. At registered location. RIA. Financial Advisor. Start date: 02/2025. 160 hrs/month; all during trading hours. Provide advice to clients. 2. PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-12 |
| S65 | Uniform Investment Adviser Law Examination | 2021-10-08 |
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