Best Investors
Account
Sign in
Best Investors
Account
Sign in
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-11-03 |
Branch Locations
814 Atlas Ave, 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 |
|---|---|---|---|---|
| Mennenga Tax & Financial | Madison | WI | 03/2022 | Present |
| Harbour Investments, Inc | Madison | WI | 01/2025 | 10/2025 |
| Mennenga Tax & Financial | Madison | WI | 01/2025 | 10/2025 |
| Dsi Real Estate | Madison | WI | 03/2020 | 03/2022 |
| Madison Russian School | Madison | WI | 02/2018 | 05/2022 |
| Care Wisconsin | Madison | WI | 08/2017 | 03/2022 |
| Uw Madison | Madison | WI | 09/2014 | 05/2017 |
| Merit Financial Advisors | Alpharetta | GA | 10/2025 | Present |
1. Mennenga Tax & Financial; Not investment-related; 814 Atlas Ave., Madison, WI 53714; tax return preparation; tax planning; Tax Advisor; 03/29/2022; 120 hours monthly; 120 hours during securities trading hours; tax return preparation; tax planning 2. Landlord; Investment-related; 1716 Ellen Ave., Madison, WI 53716; Management of my rental properties; Landlord; 06/02/2019; 8 hours monthly; 5 hours during securities trading hours; Management of my rental properties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-12 |
Reach out to this advisor