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Current Employers
Merit Financial Advisors

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-03-17
TX RA APPROVED 2026-03-06
  • GA RA
    APPROVED
    Since 2026-03-17
  • TX RA
    APPROVED
    Since 2026-03-06

Branch Locations

61 Atlanta St Se, Marietta, GA 30060 • United States

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2004 → 02/2026
    Yeomans Consulting Group, Inc.
    Marietta, GA
  • 01/2009 → 10/2022
    Sagepoint Finanial, Inc.
    Phoenix, AZ
  • 02/2026 → Present
    Alpharetta, GA
Previous Registrations
  • 2004-06-23 → 2026-03-31
    Your Retirement Coach
    Marietta, GA
    Marietta, GA
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-06-26
  • S66 Uniform Combined State Law Examination
    2003-06-26
Designations
Other Names
  • Nic Yeomans
  • Nicholas B Yeomans

View on SEC IAPD

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