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Advisor at MERIT FINANCIAL ADVISORS
ALPHARETTA, GA | Middleton, WI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MERIT FINANCIAL ADVISORS | Bd affiliated wealth | Jan 24, 2025 | n/a | yes | Middleton, WI|ALPHARETTA, GA | Current employment |
| PILLAR WEALTH MANAGEMENT CO. | Former SEC adviser | Jan 22, 2002 | Jan 24, 2025 | no | MADISON, WI|MADISON, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PILLAR WEALTH MANAGEMENT CO. | MERIT FINANCIAL ADVISORS | Jan 24, 2025 | Jan 24, 2025 | 0 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 118225:142457:WI:2025-01-24 | Jan 24, 2025 | Jan 24, 2025 | MADISON, WI | Firm change |