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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
1160 Fond Du Lac Ave, Sheboygan Falls, WI 53085 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Johnson Bank | Racine | WI | 08/2015 | 01/2024 |
| Johnson Wealth Inc. | Milwaukee | WI | 06/2016 | 01/2024 |
| Merit Financial Group, Llc | Alpharetta | GA | 01/2024 | Present |
Pathway 2 Cures; Investment-related; 1230 Avenue of the Americas, Ny NY 10020; investment committee for this venture philanthropy fund; Chairman, Investment Committee; 01/01/2023; 10 hours monthly; 0 hours during securities trading hours; Making private placement investments in start-up bio-tech companies
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-05-06 |
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