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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-11-03 |
Branch Locations
814 Atlas Ave, Madison, WI 53714 • 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 |
|---|---|---|---|---|
| Mennenga Tax & Financial | Madison | WI | 01/2015 | 10/2025 |
| Woodbury Financial Services Inc | Madison | WI | 06/2015 | 10/2025 |
| Harbour Investments, Inc | Madison | WI | 09/2016 | 10/2025 |
| Merit Financial Advisors | Alpharetta | GA | 10/2025 | Present |
| Purshe Kaplan Sterling | Albany | NY | 11/2025 | Present |
1.Merit Financial Advisors. Investment-related. At registered location. RIA. Financial Advisor. Start date: 11/2025. 160 hrs/month; all during trading hours. Provide advice to clients. 2. 7591 Foundation; Not investment-related; 301 Cottage Grove Rd, Madison, WI, 53716; Balance check book; Treasurer; 12/01/2022; 2 hours monthly; 0 hours during securities trading hours; 501C3 for donations to Veteran organizations. I do not fundraise 3. Farmland Rental; Not investment-related; 3369 Pierce Rd, McFarland, WI, 53558; Rent land to farmer for corn or soybeans; Land owner; 11/15/2005; .1 hours monthly; 0 hours during securities trading hours; Rent land to farmer for corn or soybeans 4. Merit Tax Advisors. Non-investment-related. 814 Atlas Avenue Madison, WI 53714. Tax preparation. Tax Advisor. 10/31/2025. 40. 40 during securities trading hours. Complete tax returns for clients while also tax planning for clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-31 |
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