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Katherine Anne Grier

Merit Financial Advisors

Alpharetta, GA

Alpharetta, GA

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Current Employers
Merit Financial Advisors

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-03-19
  • GA RA
    APPROVED
    Since 2024-03-19

Branch Locations

11675 Rainwater Drive, Suite 625, Alpharetta, GA 30009 • United States

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hlm Financial Group Atlanta GA 01/2022 05/2023
Mainsail Cpas Atlanta GA 10/2014 12/2021
Merit Financial Group, Llc Alpharetta GA 02/2024 Present
Unemployed Atlanta GA 06/2023 01/2024
  • 01/2022 → 05/2023
    Hlm Financial Group
    Atlanta, GA
  • 10/2014 → 12/2021
    Mainsail Cpas
    Atlanta, GA
  • 02/2024 → Present
    Merit Financial Group, Llc
    Alpharetta, GA
  • 06/2023 → 01/2024
    Unemployed
    Atlanta, GA
Designations

View on SEC IAPD

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