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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-29 |
| FL | RA | APPROVED | 2025-08-19 |
Branch Locations
145 W. Center Ave., Sebring, FL 33870 • 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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Sebring | FL | 02/2009 | 02/2018 |
| Swaine & Leidel Wealth Services, Llc | Sebring | FL | 02/2018 | 01/2021 |
| Second Half Financial Partners, Llc | Sebring | FL | 01/2021 | Present |
| Merit Financial Advisors | Sebring | FL | 07/2025 | Present |
3B Foundation LLC; Investment Related; 6655 Sparta rd Sebring Fl 33875; Charty work; President; Jan 01 2010; 4 hours per month; 0 during trading hours; overseeing the operations of charity Fitch Global LLC; Investment-related; 6655 sparta rd sebring fl; Owner/President; 01/01/2008; 0 hours month and 0 hours during securities trading hours; Fitchglobal owns stock in Merit Financial
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-25 |
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