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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_RES 2026-01-29
WI RA APPROVED 2022-08-25
  • TX RA
    APPROVED_RES
    Since 2026-01-29
  • WI RA
    APPROVED
    Since 2022-08-25

Branch Locations

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

517 Monroe Street, Sheboygan Falls, WI 53085 • United States

116 3Rd Street, De Pere, WI 54115 • 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
Cambridge Investment Research Inc. Fairfield IA 01/2021 08/2022
Cambridge Investment Research Inc. Fairfield IA 07/2021 08/2022
Secura Insurance Co. Neenah WI 09/2019 01/2021
Compeer Financial Mankato MN 12/2018 09/2019
Tom's Country Cafe Mercer WI 06/2013 12/2018
University Of Wisconsin, Oshkosh Oshkosh WI 08/2019 06/2021
Minnesota State University, Mankato Mankato MN 08/2017 08/2019
Mercer High School Mercer WI 08/2003 06/2017
Cambridge Investment Research Advisors, Inc. Fairfield IA 01/2022 08/2022
Lpl Financial, Llc Sheboygan Falls WI 08/2022 08/2024
Merit Financial Advisors Alpharetta GA 08/2022 Present
Pks Investments Albany NY 08/2024 Present
  • 01/2021 → 08/2022
    Cambridge Investment Research Inc.
    Fairfield, IA
  • 07/2021 → 08/2022
    Cambridge Investment Research Inc.
    Fairfield, IA
  • 09/2019 → 01/2021
    Secura Insurance Co.
    Neenah, WI
  • 12/2018 → 09/2019
    Compeer Financial
    Mankato, MN
  • 06/2013 → 12/2018
    Tom's Country Cafe
    Mercer, WI
  • 08/2019 → 06/2021
    University Of Wisconsin, Oshkosh
    Oshkosh, WI
  • 08/2017 → 08/2019
    Minnesota State University, Mankato
    Mankato, MN
  • 08/2003 → 06/2017
    Mercer High School
    Mercer, WI
  • 01/2022 → 08/2022
    Fairfield, IA
  • 08/2022 → 08/2024
    Lpl Financial, Llc
    Sheboygan Falls, WI
  • 08/2022 → Present
    Alpharetta, GA
  • 08/2024 → Present
    Pks Investments
    Albany, NY
Previous Registrations
Other Businesses

1) Merit Financial Group LLC DBA Merit Financial Advisors. Investment Related. At Registered Location. RIA. IAR. 08/2022. Hrs/month160 with130 during trading hours. Service Clients. 2) Fixed Insurance. Investment Related. At Registered Location. Fixed/Traditional Insurance. Agent. 08/2024. Hrs/month 1 all during trading hours. Sales of Fixed/Traditional Insurance products. 3) One Wisconsin Volleyball Club. Not Investment Related. 807 Parkview Rd Ashwaubenon, WI 54304. Teaching/Coaching. Head Coach. 12/2022. Hrs/month 3 with 0 during trading hours. Coaching the Panthers 17 Black club volleyball team at practices/tournaments. 4) PKS. Investment Related. At the registered location. RR of BD. Commission compensation.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-18
  • S66 Uniform Combined State Law Examination
    2021-12-18

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