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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-03-17 |
| TX | RA | APPROVED | 2026-03-06 |
Branch Locations
61 Atlanta St Se, Marietta, GA 30060 • 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 |
|---|---|---|---|---|
| Yeomans Consulting Group, Inc. | Marietta | GA | 06/2004 | 02/2026 |
| Sagepoint Finanial, Inc. | Phoenix | AZ | 01/2009 | 10/2022 |
| Merit Financial Advisors | Alpharetta | GA | 02/2026 | Present |
1. Your Retirement Coach; Investment-related; 61 atlanta street marietta, ga 30060; Content creation, teaching, instructing, speaking; contributor, teacher, speaker; 2026-01-01; 6-10 hours monthly; 6-10 hours during securities trading hours; we use this as branding for content, speaking, coaching, and teaching. We incorporate multiple social media channels, YouTube channels, and various organizations. 2. Nicholas Yeomans; Investment-related; 61 atlanta street marietta, ga 30060; Fixed Insurance/Annuity/LTC/DI Insurance; Owner; 2002-10-10; 5-10 hours monthly; 5-10 hours during securities trading hours; Any client we provide insurance solutions to. 3. Sugar Sand Escapes, LLC; Investment-related; 1407 Downington View Acworth, ga 30101; LLC Holding Investment Property; member; 2022-01-01; 5-10 hours monthly; 5-10 hours during securities trading hours; LLC Holding an investment property for short term rentals in Florida. 4. Marietta Square Properties, LLC; Investment-related; 61 atlanta street marietta, ga 30060; LLC Holding Investment Property; Owner/co-owner; 2016-01-01; 2-5 hours monthly; 2-5 hours during securities trading hours; LLC for Investment real estate-our office building.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-26 |
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