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Inactive

Atley Thomas Gay

Merit Financial Advisors

Manitowoc, WI

Alpharetta, GA

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Current Employers
Merit Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-03-24
  • WI RA
    APPROVED
    Since 2024-03-24

Branch Locations

4400 Calumet Avenue Suite 201, Manitowoc, WI 54220 • 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
Access Investment Advisors, Inc. Manitowoc WI 10/2015 03/2024
Merit Financial Group, Llc Alpharetta GA 03/2024 Present
  • 10/2015 → 03/2024
    Access Investment Advisors, Inc.
    Manitowoc, WI
  • 03/2024 → Present
    Merit Financial Group, Llc
    Alpharetta, GA
Previous Registrations
  • 2021-03-20 → 2024-04-04
    Access Investment Advisors Inc
    Manitowoc, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-20
  • S65 Uniform Investment Adviser Law Examination
    2021-03-20

View on SEC IAPD

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