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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 |
|---|---|---|---|---|
| Pillar Wealth Management Co. | Madison | WI | 01/2004 | 01/2025 |
| Merit Financial Advisors | Alpharetta | GA | 01/2025 | Present |
1. Pillar Wealth Management; Investment-related; 19660 Barrett Court, Brookfield, WI 53045; Principal; 01/24/2025; 0 hours monthly and during securities trading hours; Pillar Wealth Management Co. "PWM" was a Registered Investment Advisor. PWM became a continuing business without employees "EE" on 01-24-2025. Assets of PWM were sold to Merit Financial Group, LLC "MFG", and all prior EE of PWM became EE of MFG effective 01-24-2025. PWM will be a continuing business without EE until the final asset purchase payment is made in 2027. The business activity of PWM will cease after all PWM/MFG sales transactions are finalized, likely also during 2027. 2. Pillar Financial Strategies, LLC; Investment-Related; 2423 County Rd E, Mt. Horeb, WI 53572; Pillar Financial Strategies, LLC is a business that was used for fixed annuities, fixed indexed annuities, and fixed life insurance. No broker/dealer affiliation; Principal; 01/24/2025; 0 hours monthly and during securities trading hours; Pillar Financial Strategies, LLC was sold to Merit Financial Advisors on 1/24/2025. The business is open, no business is being run through it. There is a checking account open for this business at a local bank and the account will be trued up with Merit Financial Advisors very soon.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-28 |
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