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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-09-23 |
| TX | RA | APPROVED | 2020-09-02 |
Branch Locations
8198 Jog Road Suite 205, Boynton Beach, FL 33472 • United States
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Boynton Beach | FL | 07/2009 | 08/2024 |
| Stratos Wealth Partners, Ltd | Boynton Beach | FL | 08/2010 | 09/2020 |
| Merit Financial Advisors | Boynton Beach | FL | 09/2020 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2024 | Present |
1.) Merit Financial Advisors . Investment Related. At the registered Location. RIA. IAR. IAR.09/2020 160.160. Service clients. 2.) Fixed Insurance. Investment Related. At the registered location. Insurance. Agent. Agent.07/15/2024. 10.10. Provide insurance advice based on the needs of client(s). 3.)PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-21 |
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