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Casey Burns Mahoney

Merit Financial Advisors

Sheboygan Falls, WI

Alpharetta, GA

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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 2026-01-28
MO RA APPROVED 2025-04-25
WI RA APPROVED 2025-04-25
  • TX RA
    APPROVED
    Since 2026-01-28
  • MO RA
    APPROVED
    Since 2025-04-25
  • WI RA
    APPROVED
    Since 2025-04-25

Branch Locations

1160 Fond Du Lac Ave, Sheboygan Falls, WI 53085 • United States

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • 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
Starbucks Merrimack NH 11/2017 07/2018
Physassist Scribes St. Charles MO 08/2015 10/2017
Fidelity Brokerage Services Llc Merrimack NH 07/2018 03/2019
Ubs Financial Services Inc. Chesterfield MO 08/2019 02/2023
Unemployed Ballwin MO 03/2019 08/2019
Safeguard Wealth Management Green Bay WI 02/2023 04/2025
Merit Financial Advisors Alpharetta GA 04/2025 Present
  • 11/2017 → 07/2018
    Starbucks
    Merrimack, NH
  • 08/2015 → 10/2017
    Physassist Scribes
    St. Charles, MO
  • 07/2018 → 03/2019
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 08/2019 → 02/2023
    Ubs Financial Services Inc.
    Chesterfield, MO
  • 03/2019 → 08/2019
    Unemployed
    Ballwin, MO
  • 02/2023 → 04/2025
    Safeguard Wealth Management
    Green Bay, WI
  • 04/2025 → Present
    Merit Financial Advisors
    Alpharetta, GA
Previous Registrations
  • 2023-03-16 → 2025-04-25
    Safeguard Wealth Management
    Ballwin, MO
  • 2019-09-18 → 2023-02-22
    Ubs Financial Services Inc.
    Chesterfield, MO
  • 2019-03-15 → 2019-03-25
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-11
S63 Uniform Securities Agent State Law Examination 2018-10-08
  • S66 Uniform Combined State Law Examination
    2019-03-11
  • S63 Uniform Securities Agent State Law Examination
    2018-10-08
Designations
Other Names
  • Casey Elizabeth Burns
  • Casey Burns
  • Casey E Burns

View on SEC IAPD

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William Nathan Morrison
Joshua Patrick Preiss
Donald Clark Hammond
PETER JEROME MERSBERGER
ANDREA JUNE ZOELLER
Luke Jonathan Wendorf
DEXTER JOHN SMITH
Brian Arthur Beeck

Other Offices

MERIT FINANCIAL ADVISORS · Sheboygan Falls, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Sheboygan Falls, WI
EDWARD JONES · SHEBOYGAN FALLS, WI
CETERA INVESTMENT ADVISERS LLC · SHEBOYGAN FALLS, WI
LPL FINANCIAL LLC · SHEBOYGAN, WI
LPL FINANCIAL LLC · SHEBOYGAN, WI
CETERA INVESTMENT ADVISERS LLC · SHEBOYGAN, WI
ASSOCIATED INVESTMENT SERVICES, INC. · SHEBOYGAN, WI

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