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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-24 |
| WI | RA | APPROVED | 2025-01-24 |
Branch Locations
1350 Deming Way #480, Middleton, WI 53562 • 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 |
|---|---|---|---|---|
| Piillar Wealth Management Co. | Madison | WI | 05/2023 | 12/2024 |
| Papa Murphys | Verona | WI | 06/2017 | 12/2019 |
| Duluth Trading Co | Belleville | WI | 12/2019 | 08/2020 |
| Papa Murphys | Onalaska | WI | 09/2020 | 05/2021 |
| Kovitz Investment Group | Madison | WI | 05/2022 | 08/2022 |
| Verona Area School District | Verona | WI | 08/2013 | 06/2019 |
| University Of Wisconsin - Lacrosse | La Crosse | WI | 09/2019 | 05/2023 |
| Merit Financial Advisors | Madison | WI | 12/2024 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2025 | Present |
1. Merit Financial Advisors. Investment-related. At registered location. RIA. IAR. 09/2025.160 hrs/month. 160 hrs during securities hrs. Service clients. 2. Fixed Insurance. Not investment-related. At registered location. Fixed Insurance. Agent. 09/2025. 10 hrs/month. 10 hrs during securities hrs. Provide insurance advice based on the needs of clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-12 |
| S65 | Uniform Investment Adviser Law Examination | 2024-03-26 |
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