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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-11-14 |
Branch Locations
6885 Vistagreen Way, Suite A, Rockford, IL 61107 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Rockton | IL | 04/1999 | 02/2021 |
| Remagiment Advisors | Fitchburg | WI | 02/2021 | 09/2024 |
| Commonwealth Financial Network | Waltham | MA | 02/2021 | 11/2025 |
| Blueprint Wealth Advisors | Rockford | IL | 09/2024 | 11/2025 |
| Merit Financial Advisors | Rockford | IL | 11/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2025 | Present |
1. Merit Financial Advisors. Investment related. At registered location. RIA. IAR. 11/2025. 160 hrs/month. 160 hrs during securities hrs. Services clients. 2. Fixed Insurance. Investment related. At registered location. Fixed Insurance. Agent. 1 hr/month. 1 hr during securities hrs. Provide insurance advice based on the needs of clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-06-22 |
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