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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-18 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
2801 Network Blvd Suite 503, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merit Financial Advisors | Frisco | TX | 02/2024 | Present |
| Drax Biomass | Monroe | LA | 11/2022 | 12/2023 |
| Target Corp | Monroe | LA | 10/2021 | 08/2022 |
| Walgreens Pharmacy | Minden | LA | 03/2020 | 08/2021 |
| Unemployed | Minden | LA | 08/2019 | 03/2020 |
| Sonic Drive In | Minden | LA | 03/2019 | 08/2019 |
| Unemployed | Minden | LA | 03/2002 | 03/2019 |
| Unemployed | Minden | LA | 12/2023 | 02/2024 |
| Unemployed | Monroe | LA | 08/2022 | 11/2022 |
| Unemployed | Monroe | LA | 08/2021 | 10/2021 |
| Lpl Financial Llc | Frisco | TX | 02/2024 | 08/2024 |
| Pks Investments | Albany | NY | 08/2024 | Present |
1) Merit Financial Group d/b/a Merit Financial Advisors. Investment Related. At Registered Location. RIA. Investment Advisor Representative. 02/20/2024.160. 160. Provide administrative support to Merit Financial Group, LLC, 2) PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-24 |
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