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Detailed Report
JOSEPH JOHN GUIDISH
CRD#: 5929111
IA
Investment Adviser
B
Broker
MERIT FINANCIAL ADVISORSCRD#: 142457 2400 LAKEVIEW PARKWAY
SUITE 550
ALPHARETTA, GA 30009
PURSHE KAPLAN STERLING INVESTMENTSCRD#: 35747 2400 Lakeview Parkway
Suite 550
Alpharetta, GA 30009
Registration History
201820192020202120222023202420252026IAMERIT FINANCIAL ADVISORS (CRD# 142457)2021 - Present (4 years)BPURSHE KAPLAN STERLING INVESTMENTS (CRD# 35747)2024 - Present (<1 year)BLPL FINANCIAL LLC (CRD# 6413)2021 - 2024 (3 years)BGREEN VISTA CAPITAL, LLC (CRD# 293630)2019 - 2020 (<1 year)BCHARLES SCHWAB & CO., INC. (CRD# 5393)2018 - 2019 (<1 year)
License(s)

State Registrations

IA
Georgia 2/9/2021
B
Georgia 8/16/2024

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

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)
2400 LAKEVIEW PARKWAY SUITE 550, ALPHARETTA, GA 30009
Registered with this firm since 2/9/2021
B
PURSHE KAPLAN STERLING INVESTMENTS (CRD#:35747)
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009
Registered with this firm since 8/16/2024
Previous Registration(s)
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B
 02/01/2021 - 08/16/2024 LPL FINANCIAL LLC (CRD#:6413) ALPHARETTA, GA
B
 06/03/2019 - 05/22/2020 GREEN VISTA CAPITAL, LLC (CRD#:293630) Winter Park, FL
B
 12/04/2018 - 06/17/2019 CHARLES SCHWAB & CO., INC. (CRD#:5393) Orlando, FL
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.