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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-03-20 |
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 | Marietta | GA | 12/2023 | 02/2026 |
| Ronald Blue Trust | Atlanta | GA | 06/2019 | 11/2023 |
| Chick-Fil-A | Athens | GA | 08/2018 | 03/2019 |
| Ronald Blue Trust | Atlanta | GA | 05/2018 | 07/2018 |
| Chick-Fil-A | Athens | GA | 08/2017 | 05/2018 |
| Atlanta Country Club | Atlanta | GA | 05/2017 | 08/2017 |
| Georgia Military College | Milledgeville | GA | 08/2015 | 05/2017 |
| University Of Georgia | Athens | GA | 08/2017 | 05/2019 |
| Merit Financial Advisors | Alpharetta | GA | 02/2026 | Present |
1. Amazon KDP; Not investment-related; 536 Barnes Mill Dr, Marietta, GA 30062; Passive income from Amazon KDP self-published book; Self-Employed - Author; 2024-09-29; 0 hours monthly; 0 hours during securities trading hours
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