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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-22 |
| WI | RA | APPROVED | 2022-08-22 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
1160 Fond Du Lac Avenue, Sheboygan Falls, WI 53085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mersberger Financial Group | Sheboygan Falls | WI | 06/2009 | 08/2022 |
| Voya Financial Advisors | Sheboygan Falls | WI | 09/2014 | 11/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2017 | 08/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2017 | 08/2022 |
| M Squared Advisory, Llc | Sheboygan | WI | 02/2020 | 08/2022 |
| Lpl Financial Llc | Sheboygan Falls | WI | 08/2022 | 08/2024 |
| Merit Financial Group, Llc | Alpharetta | GA | 08/2022 | Present |
1) 8/2022- Merit Financial Advisors - inv. related- Sheboygan Falls, WI 2) 8/2022- Zachary Mersberger - Rental Property- onwer- inv. related- 7360 Porcupine Rd Unit #1, Big White, BC V1P 1P3- start date 11/01/2021- 10hrs/mth 3) 8/2022- Good Medicine Developers LLC- Business Entity For Tax/Investment Purposes Only- non-inv. related- 3656 East Lakeshore Drive, Whitefish, MT 59937- start date 4/1/22 6hrs/mth 4) 8/2022- 1160 Acquisition LLC- Business Entity For Tax/Investment Purposes Only -partial ownership - inv. related- 1160 Fon Du Lac Avenue, Sheboygan Falls, WI 53085- start date 7/1/2022- 10hrs/mth 5) 1/26/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Wealth Manager - Start Date - 12/15/2022 - 5 Hours Per Month/5 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-12 |
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