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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-29 |
| WI | RA | APPROVED | 2025-11-03 |
Branch Locations
814 Atlas Avenue, 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 And Financial Services | Madison | WI | 11/2006 | 10/2025 |
| Woodbury Financial Services, Inc | Woodbury | MN | 06/2010 | 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: 10/2025. 160 hrs/month; all during trading hours. Provide advice to clients. 2) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 11/2025. 10 hrs/month all during trading hours. Sales of fixed / traditional insurance products. 3) 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 | 2007-06-14 |
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