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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-10-03 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
2099 Gaither Road, Suite 110, Rockville, MD 20850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Gaitherburg | MD | 04/2005 | 08/2017 |
| Wealth Strategies Group | Rockville | MD | 06/2010 | 10/2025 |
| Triad Advisors, Inc | Norcross | GA | 08/2017 | 08/2024 |
| Obsidian Personal Planning Solutions, Llc | Rockville | MD | 10/2013 | 09/2025 |
| Osaic Wealth, Inc. | Rockville | MD | 08/2024 | 09/2025 |
| Merit Financial Advisors | Alpharetta | GA | 10/2025 | Present |
| Purshe Kaplan Sterling | Albany | NY | 10/2025 | Present |
1) Merit Financial Advisors. Investment-related. At registered location. RIA. Financial Advisor. Start date: 10/2025. 160 hrs/month; all during trading hours. Sderve clients, meet with clients, financial planning. 2) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 10/2025. 1 hrs/month all during trading hours. Provide insurance advice based on the needs of client(s). 3) Memorial United Methodist Church; Investment-related; 17821 Elgin Road Poolesville, MD 20837; back up signer (emergency only) on church bank account; Volunteer; 2025-08-01; 1 hour monthly; 0 hour during securities trading hours; My capacity is on an "emergency" basis only if the Chair of Finance/Treasurer is out of the country or not available to write checks. I do not have access to the bank account (no login information).
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