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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-05-23 |
Branch Locations
Oaks Plaza 2350 E. Third Street Suite 6, Williamsport, PA 17701 • 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 |
|---|---|---|---|---|
| The Comprehensive Financial Group | Williamsport | PA | 05/1999 | 05/2023 |
| Voya Financial Advisors | Williamsport | PA | 09/2014 | 07/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2020 | 05/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2020 | 05/2023 |
| Lpl Financial Llc | Williamsport | PA | 05/2023 | 08/2024 |
| Merit Financial Advisors | Willamsport | PA | 05/2023 | Present |
| Pks Investments | Albany | NY | 08/2024 | Present |
1. Merit Financial Advisors. Investment Related. At Registered Location. RIA. Wealth Manager / Partner. Start Date: 07/15/2024. 160 hrs/ month; all during trading hours. Service clients. 2. Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 07/15/2024. 10 hrs/ month; all during trading hours. Provide insurance advice based on the needs of client(s). 3. Fair Game Outfitters. Not Investment Related. 528 Collins Mill Rd, Castalia, NC 27816. Agricultural / Farming Services. Start Date: 04/09/2022. 1 hr/ month; none during trading hours. Hunting Outfitter 4. Author/Writer. Not Investment Related. 242 Baxter Road, Montoursville, PA 17754. Author/Writer. Owner. Start Date: 09/14/1985. 12 hrs/ month; none during trading hours. Author/ Writer 5. Real Estate Rental. Not Investment Related. Catawissa, PA. Real Estate Rental. Owner. Start Date: 03/24/2023. 4 hrs/ month; none during trading hours. Real Estate Rental 6. Pennsylvania Outdoor Writers Association; Not investment-related; P. O. Box 172, Camp Hill PA 17002; Board member; POWA Board Member; 03/01/2026; 1 hour monthly; 0 hours during securities trading hours; Board member helping monitor the organization and provide helpful advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-09 |
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