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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 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 |
|---|---|---|---|---|
| Mennenga Tax & Financial | Madison | WI | 06/2017 | 01/2020 |
| Wi Youth Company | Madison | WI | 09/2007 | 06/2017 |
| Harbour Investments, Inc | Madison | WI | 01/2020 | 10/2025 |
| Merit Financial Advisors | Madison | WI | 10/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2025 | Present |
1. Merit Financial Advisors. Investment related. At registered location. RIA. Financial advisor. Start date: 11/2025. 160 hrs/month; all during trading hours. Provide advice to clients. 2. Fixed Insurance. Investment related. At registered location. Fixed/Traditional insurance. Agent. Start date: 11/2025. 5 hrs/month; all during trading hours. 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. 11/1/2025. 18. 18 during securities trading hours. I prepare tax returns and allocate more hours during February and March for this activity than during the remainder of the year.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-30 |
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