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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-08-25 |
Branch Locations
517 Monroe Street, Sheboygan Falls, WI 53085 • 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 |
|---|---|---|---|---|
| Mersberger Financial | Sheboygan Falls | WI | 06/2016 | 08/2022 |
| Voya Financial Advisors | Sheboygan Falls | WI | 11/2016 | 11/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2017 | 08/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2017 | 08/2022 |
| Lpl Financial Llc | Sheboygan Falls | WI | 08/2022 | 08/2024 |
| Merit Financial Advisors. | Alpharetta | GA | 08/2022 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2024 | Present |
1. Merit Financial Advisors. Investment Related. At Registered Location. RIA. IAR. 10/2017. 160 hrs/month, 160 hrs during securities hrs. Admin. 2. PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-29 |
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