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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-29 |
| WI | RA | APPROVED | 2025-11-03 |
Branch Locations
814 Atlas Avenue, Madison, WI 53714 • 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 |
|---|---|---|---|---|
| Mpc | Walworth | WI | 06/2013 | 02/2020 |
| Harbour Investments, Inc. | Madison | WI | 11/2020 | 10/2025 |
| Calton & Associates | Tampa | FL | 02/2020 | 11/2020 |
| Merit Financial Group Dba Merit Financial Advisors | Madison | WI | 10/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2025 | Present |
1.) Merit Financial Group DBA Merit Financial Advisors. Investment Related. At Registered Location. RIA. IAR. 10/2025. 160. 160. Service Clients. 2.) Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. 10/2025. 1. 1. Provide insurance advice based on the needs of client(s). 3.) Merit Tax Advisors. Non-investment-related. 814 Atlas Avenue Madison, WI 53714. Tax preparation. Tax Advisor. 10/31/2025. 40. 40 during securities trading hours. Complete tax returns for clients while also tax planning for clients 4.) CJO, LLC. Non-Investment Related. 3922 Capella Drive Janesville Wisconsin 53546. Rental Property. Managing Partner. 10/2019. 1. 0. Rental Properties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-25 |
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