Best Investors
Account
Sign in
Best Investors
Account
Sign in
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-29 |
| LA | RA | APPROVED | 2026-01-28 |
| GA | RA | APPROVED | 2016-04-15 |
Branch Locations
11675 Rainwater Drive, Suite 625, Alpharetta, GA 30009 • 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 |
|---|---|---|---|---|
| Allegiance Retirement Solutions, Inc. | Lawrenceville | GA | 05/2015 | 12/2022 |
| Lpl Financial, Llc | Lawrenceville | GA | 05/2015 | 08/2024 |
| Merit Financial Group, Llc Dba Allegiance Retirement Solutions | Lawrenceville | GA | 04/2016 | 12/2022 |
| Merit Financial Advisors | Alpharetta | GA | 12/2022 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2024 | Present |
1) Fixed Insurance. Investment Related. At registered location. Independent Insurance. Agent. 07/2024. Hrs/month 10 all during trading hours. provide insurance advice based on the needs of client. 2) Merit Financial Advisors. Investment Related. At registered location. RIA. IAR. Hrs/month 160 all during trading hours. Service clients. 3) PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-05 |
Reach out to this advisor