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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-01-29 |
| TX | RA | APPROVED_RES | 2026-01-29 |
| GA | RA | APPROVED | 2022-06-02 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lakeside Babtist Church | Albany | GA | 04/2005 | Present |
| Invest Financial Corp. | Tampa | FL | 02/2009 | 02/2018 |
| Dasher & Padgett Financial Advisors, Inc. | Albany | GA | 02/2009 | 05/2022 |
| Merit Financial Advisors | Alpharetta | GA | 05/2022 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2024 | Present |
1. 10/18/2017 - Dasher Padgett Financial Advisors, Inc. - Investment Related - At Reported Business Location(s) - DBA - Co-Owner - Start Date - 2/11/2009 - 15 Hours During Securities Trading. 2. 06/12/2019 - Kiwanis Club of Dougherty County - Not Investment Related - 101 S. Front St., Albany, GA 31701 - Non-Profit Board Member -Secretary - Start Date - 05/01/2019 - 6 Hours Per Month/ 0 Hours During Securities Trading. 3. 05/31/2022 - Merit Financial Advisors - Investment Related - At Reported Business Location(s) - DBA - Start Date - 05/23/2022 - 40 Hours Per Month/ 40 Hours During Securities Trading. 4. 06/01/2022 - Merit Financial Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 05/23/2022 - 20 Hours Per Month/ 20 Hours During Securities Trading - I provide investment advisory services through Merit Financial Group, LLC, an independent investment advisor firm. I started this business activity in 05/2022. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 06/01/2022 - Merit Financial Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 05/23/2022 - 40 Hours Per Month/ 40 Hours During Securities Trading. 6. 06/01/2022 - Merit Financial Group, LLC - DBA: Merit - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 05/23/2022 - 40 Hours Per Month/ 40 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-05-25 |
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