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Detailed Report
BRAD LYNN CAST
BRAD CAST
CRD#: 3231725
IA
Investment Adviser
B
Broker
MERIT FINANCIAL ADVISORSCRD#: 142457 1025 Old Roswell Road
Suite 104
Roswell, GA 30076
PURSHE KAPLAN STERLING INVESTMENTSCRD#: 35747 1025 Old Roswell Road
Suite 104
Roswell, GA 30076
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2011 - 2012 (<1 year)2 FIRMS2004 - 2006 (1 year)IAMERIT FINANCIAL ADVISORS (CRD# 142457)2017 - Present (7 years)BPURSHE KAPLAN STERLING INVESTMENTS (CRD# 35747)2024 - Present (<1 year)BLPL FINANCIAL LLC (CRD# 6413)2012 - 2024 (12 years)BDEWAAY FINANCIAL NETWORK, LLC (CRD# 30767)2010 - 2012 (2 years)BFSC SECURITIES CORPORATION (CRD# 7461)2006 - 2010 (4 years)BH.D. VEST INVESTMENT SERVICES (CRD# 13686)2002 - 2004 (1 year)BDEAN WITTER REYNOLDS INC. (CRD# 7556)1999 - 2000 (<1 year)IALIFESTYLE PLANNING SOLUTIONS, LLC (CRD# 164456)2012 - 2018 (6 years)IASTRATOS WEALTH PARTNERS, LTD (CRD# 153184)2013 - 2017 (4 years)IALPL FINANCIAL LLC (CRD# 6413)2012 - 2015 (3 years)
License(s)

State Registrations

B
Alabama 8/16/2024
B
Nevada 8/16/2024
B
Arizona 8/16/2024
B
New Jersey 8/16/2024
B
California 8/16/2024
B
New York 8/16/2024
B
Colorado 8/16/2024
B
North Carolina 8/16/2024
B
Connecticut 8/16/2024
B
Ohio 8/16/2024
B
Florida 8/16/2024
B
Pennsylvania 8/16/2024
IA
Georgia 11/15/2017
B
South Carolina 8/16/2024
B
Georgia 8/16/2024
B
Tennessee 8/16/2024
B
Illinois 8/16/2024
IA
Texas 1/15/2019
B
Indiana 8/16/2024
B
Texas 8/16/2024
B
Maine 8/16/2024
B
Virginia 8/16/2024
B
Massachusetts 8/16/2024
B
Washington 8/16/2024
B
Michigan 8/16/2024

SRO Registrations

B
 FINRA

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Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
MERIT FINANCIAL ADVISORS (CRD#:142457)
1025 Old Roswell Road Suite 104, Roswell, GA 30076
Registered with this firm since 11/15/2017
B
PURSHE KAPLAN STERLING INVESTMENTS (CRD#:35747)
1025 Old Roswell Road Suite 104, Roswell, GA 30076
Registered with this firm since 8/16/2024
Previous Registration(s)
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B
 05/08/2012 - 08/16/2024 LPL FINANCIAL LLC (CRD#:6413) ROSWELL, GA
IA
 07/10/2012 - 11/20/2018 LIFESTYLE PLANNING SOLUTIONS, LLC (CRD#:164456) ATLANTA, GA
IA
 02/25/2013 - 10/31/2017 STRATOS WEALTH PARTNERS, LTD (CRD#:153184) ATLANTA, GA
IA
 05/08/2012 - 10/28/2015 LPL FINANCIAL LLC (CRD#:6413) ROSWELL, GA
IA
 09/09/2011 - 06/04/2012 BILTMORE CAPITAL ADVISORS (CRD#:143965) BOCA RATON, FL
IA
 09/09/2011 - 05/08/2012 COMMERCE WEALTH ADVISERS, LLC (CRD#:144449) ATLANTA, GA
B
 05/07/2010 - 05/08/2012 DEWAAY FINANCIAL NETWORK, LLC (CRD#:30767) ATLANTA, GA
B
 03/03/2006 - 05/07/2010 FSC SECURITIES CORPORATION (CRD#:7461) ATLANTA, GA
B
 02/10/2004 - 01/24/2006 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) FORT WAYNE, IN
B
 02/10/2004 - 01/24/2006 THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (CRD#:2580) FORT WAYNE, IN
B
 08/29/2002 - 03/12/2004 H.D. VEST INVESTMENT SERVICES (CRD#:13686) DALLAS, TX
B
 12/16/1999 - 08/18/2000 DEAN WITTER REYNOLDS INC. (CRD#:7556) PURCHASE, NY
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.