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Current Employers
Merit Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-24
WI RA APPROVED 2025-01-24
  • TX RA
    APPROVED
    Since 2025-01-24
  • WI RA
    APPROVED
    Since 2025-01-24

Branch Locations

1350 Deming Way #480, Middleton, WI 53562 • 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
Pillar Wealth Management Co. Madison WI 04/2013 01/2025
Merit Financial Advisors Alpharetta GA 01/2025 Present
  • 04/2013 → 01/2025
    Pillar Wealth Management Co.
    Madison, WI
  • 01/2025 → Present
    Alpharetta, GA
Previous Registrations
  • 2013-04-08 → 2025-01-24
    Pillar Wealth Management Co.
    Madison, WI
    Brookfield, WI
    Brookfield, WI
  • 2006-04-24 → 2013-03-15
    Milwaukee, WI
    Milwaukee, WI
    Seattle, WA
    Grand Rapids, MI
  • 2005-01-01 → 2006-03-13
    Menomonee Falls, WI
  • 2000-08-11 → 2005-01-01
    Strong Capital Management Inc
    Menomonee Falls, WI
Other Businesses

1. Pillar Wealth Management Co.; Investment-related; 19660 Barrett Ct, Brookfield, WI 53045; Principal; 01/24/2025; 0 hours monthly and during securities trading hours; Pillar Wealth Management Co. "PWM" was a Registered Investment Advisor. PWM became a continuing business without employees "EE" on 01-24-2025. Assets of PWM were sold to Merit Financial Group, LLC "MFG", and all prior EE of PWM became EE of MFG effective 01-24-2025. PWM will be a continuing business without EE until the final asset purchase payment is made in 2027. The business activity of PWM will cease after all PWM/MFG sales transactions are finalized, likely also during 2027.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-08-03
S63 Uniform Securities Agent State Law Examination 1998-09-18
  • S66 Uniform Combined State Law Examination
    2000-08-03
  • S63 Uniform Securities Agent State Law Examination
    1998-09-18
Other Names
  • Pat Sturm

View on SEC IAPD

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