Peter A Merritt

Current Employers

Employment History

• 07/2021 → 06/2022
  Baird
  Milwaukee, WI
• 09/2020 → 07/2021
  Tesla
  Milwaukee, WI
• 05/2017 → 02/2021
  Apple
  Minneapolis, MN
• 07/2012 → 05/2017
  Piggly Wiggly
  Cedar Grove, WI
• 06/2022 → Present
  Raymond James Financial Services, Inc.
  Waukesha, WI

Previous Registrations

• 2022-05-09 → 2022-07-11
  Robert W. Baird & Co. Incorporated
  Milwaukee, WI

Other Businesses

(1)Name of Business: Beatific LLC Address: 2018 Inverness Drive S, Wauwatosa, WI, 53213, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 08/03/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Selling skin care products online. (2)Name of Business: Merritt Wealth & Retirement Advisors Inc Address: 1166 Quail Ct Ste 300, Pewaukee, WI, 53072-3778, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Associate Financial Advisor with Merritt Wealth & Retirement Advisors. Advise clients on investment decisions, and support back-end office work.

Exams

• S66 Uniform Combined State Law Examination
  2022-05-06