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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
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
814 Atlas Avenue, Madison, WI 53714 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mennenga Tax & Financial Services | Madison | WI | 12/2011 | 10/2025 |
| Woodbury Financial Services, Inc. | Madison | WI | 01/2014 | 10/2025 |
| Merit Financial Advisors | Alpharetta | GA | 10/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2025 | Present |
| Merit Tax Advisors | Madison | WI | 10/2025 | 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) 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 At registered location. Tax Prep. Tax Advisor. Not investment related. Start 10/2025. Work with clients on tax planning and filing. 40 hours/40hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-01 |
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