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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-24 |
Branch Locations
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 |
|---|---|---|---|---|
| Pillar Wealth Management Co. | Madison | WI | 05/2011 | 01/2025 |
| Merit Financial Advisors | Alpharetta | GA | 01/2025 | Present |
1) Store N Stuff MiniWarehouse Business, LLC; No; 118 North Iowa Street, Dodgeville, WI 53533; self-storage; Member; 04/15/2005; 42 hours per month; 17 hours per month; all aspects of business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-30 |
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