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Current Employers
Merit Financial Advisors

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-11-03
  • WI RA
    APPROVED
    Since 2025-11-03

Branch Locations

814 Atlas Ave, Madison, WI 53714 • United States

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2015 → 10/2025
    Mennenga Tax & Financial
    Madison, WI
  • 06/2015 → 10/2025
    Woodbury Financial Services Inc
    Madison, WI
  • 09/2016 → 10/2025
    Madison, WI
  • 10/2025 → Present
    Alpharetta, GA
  • 11/2025 → Present
    Purshe Kaplan Sterling
    Albany, NY
Previous Registrations
  • 2016-10-21 → 2025-11-03
    Madison, WI
  • 2015-07-13 → 2016-10-26
    Woodbury Financial Services, Inc.
    Madison, WI
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-10
S63 Uniform Securities Agent State Law Examination 2001-07-31
  • S66 Uniform Combined State Law Examination
    2015-06-10
  • S63 Uniform Securities Agent State Law Examination
    2001-07-31

View on SEC IAPD

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