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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-15 |
Branch Locations
4400 State Hwy 121, Suite 200, Lewisville, TX 75056 • 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 |
|---|---|---|---|---|
| Hfs Wealth Management | Dallas | TX | 05/2023 | 08/2023 |
| Unemployed | Mckinney | TX | 08/2023 | 03/2024 |
| Unemployed | Denton | TX | 01/2013 | 05/2023 |
| Charles Schwab & Co., Inc | Westlake | TX | 03/2024 | 01/2025 |
| Global Wealth Advisors | Lewisville | TX | 01/2025 | 08/2025 |
| Merit Financial Advisors | Lewisville | TX | 08/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2025 | Present |
1. Merit Financial Advisors. Investment-Related. At Registered Location. RIA. IAR. 08/2025. 160 hrs/month. 160 hrs during trading hrs. Service clients. 2. Fixed Insurance. Investment-Related. At Registered Location. Fixed Insurance. Agent. 08/2025. 1 hr/month. 1 hr during trading hrs. Provide insurance advice based on the needs of clients. 3. Pure Barre Allen, McKinney & Prosper. Not Investment-Related. 6840 Virginia Pkwy., Suite 135, McKinney, TX 75071. Fitness. Instructor. 08/2026. 16 hrs/month. 0 hrs during trading hrs. Fitness instructor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-06 |
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