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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-28 |
| WI | RA | APPROVED | 2022-08-19 |
Branch Locations
517 Monroe Street, Sheboygan Falls, WI 53085 • United States
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
116 3Rd Street, De Pere, WI 54115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Wisconsin Oshkosh | Oshkosh | WI | 09/2008 | Present |
| Rooted Planning Group | Appleton | WI | 04/2019 | 11/2019 |
| Carl M. Hennig, Inc. | Oshkosh | WI | 09/2017 | 11/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2020 | 08/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2020 | 08/2022 |
| Merit Financial Advisors | Alpharetta | GA | 08/2022 | Present |
| Pks Investments | Albany | NY | 08/2024 | Present |
1. Merit Financial Advisors. Investment Related. At Registered Location. RIA. Wealth Manager. Start Date: 07/15/2024. 160 hrs/ month; all during trading hours. Service clients. 2. Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 07/15/2024. 10 hrs/ month; all during trading hours. Provide insurance advice based on the needs of client(s). 3. University of Wisconsin. Not Investment Related. 800 Algoma Blvd, Oshkosh, WI. Education. Teaching Assistant Professor. Start Date: 09/01/2008 60 hrs/ month; 60 hours during trading hours. Teacher for subject - Essentials of Finance, Investments, and Student-Managed Endowment 4. PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-11 |
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