Kay Mayhue

Current Employers

Employment History

• 01/2006 → 08/2024
  The Botsford Group
  Fresco, TX
• 05/2012 → 08/2024
  Lpl Financial, Llc
  Alpharetta, GA
• 06/2012 → 08/2019
  Lifestyle Planning Solutions, Llc
  Alpharetta, GA
• 03/2013 → 10/2017
  Stratos Wealth Partners, Ltd.
  Atlanta, GA
• 10/2017 → Present
  Merit Financial Advisors
  Alpharetta, GA
• 08/2024 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2012-07-05 → 2019-08-05
  Lifestyle Planning Solutions, Llc
  Alpharetta, GA
  Atlanta, GA
• 2013-02-25 → 2017-10-31
  Stratos Wealth Partners, Ltd
  Atlanta, GA
• 2012-05-08 → 2013-05-03
  Lpl Financial Llc
  Frisco, TX
  Atlanta, GA
  San Diego, CA
  Atlanta, GA
  Alpharetta, GA
• 2007-06-29 → 2012-06-04
  Biltmore Capital Advisors
  Frisco, TX
• 2010-05-06 → 2012-05-08
  Commerce Wealth Advisers, Llc
  Atlanta, GA
• 2006-01-20 → 2010-05-07
  Fsc Securities Corporation
  Atlanta, GA
  Princeton, NJ
  Frisco, TX
• 2002-09-26 → 2006-01-24
  Osaic Fa, Inc.
  Dallas, TX
  Frisco, TX
  Addison, TX

Other Businesses

1. Merit Financial Advisors. Investment related. At registered location. RIA. IAR. IAR.10/20/2017. 160. 8. provide investment advice to clients. 2. Fixed Insurance. Investment related. At registered location. Insurance. Agent. 07/15/2024. 10. 10. Provide insurance advice based on the needs of client(s). 3. Stone Creek Capital Management. Investment Related. At the registered location. Reported Business Location(s) / Registered Investment Advisor / Administrative / Start Date- 01/03/2022 / 1 Hours Per Month / 1 Hours During Securities Trading - I provide administrative support to Stone Creek Capital Management, an independent investment advisor firm. 4. Wisdom Theory Financial Holdings. Investment related. At the registered location. Holding company. Other. Other. 10.10. Business Entity for Tax/Invesment Purposes Only. 5. MFG securities. Invesment related. At the registered location. Special use BD for receipt of commissions from PKS. CCO. CCO. Special use BD for receipt of commissions from PKS 6. Merit Agency. Investment Related. At the registered location. Insurance. other. CCO. 5.5. insurance GA for non- variable annuities. 7. PKS. Investment Related. At the registered location. RR of BD. Commission compensation.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-09-16
• S63 Uniform Securities Agent State Law Examination
  2000-04-26

Designations

Other Names

• Kay Lynn Holmes
• Kay Lynn Bostick
• Kay Lynn Holmes
• Kay Lynn Mayhue