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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-27 |
Branch Locations
1189 Lancaster Avenue Suite 101, Berwyn, PA 19312 • 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 |
|---|---|---|---|---|
| Cetera Advisors | Wayne | PA | 06/2023 | 03/2025 |
| Investment Performance Services, Llc | Newtown | PA | 03/2021 | 06/2023 |
| Pnc Bank, Na | Philadelphia | PA | 08/2015 | 02/2021 |
| Cetera Investment Advisers | St Cloud | MN | 09/2023 | 03/2025 |
| Merit Financial Advisors | Alpharetta | GA | 02/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2025 | 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. Fixed Insurance with Various Companies. Investment Related. At registered location. Fixed/Traditional Insurance. Agent. Start date: 10/2023. About 1 hour/month; during trading hours. Selling life, health, disability, fixed annuities and long-term care. 3. PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-08 |
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