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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 |
| TX | RA | APPROVED | 2026-03-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Financial Fortress Inc. / Yeomans Consulting Group, Inc. | Marietta | GA | 11/1994 | 02/2026 |
| Yeomans Consulting Group, Inc. | Marietta | GA | 10/1995 | 02/2026 |
| Sagepoint Financial, Inc. | Marietta | GA | 10/2005 | 10/2022 |
| Merit Financial Advisors | Alpharetta | GA | 02/2026 | Present |
Real Estate Investor; Not investment-related; 61 Atlanta Street S.E.; I own several LLCs that own investment real estate; Member of the LLC; 1990-01-01; 4 hours monthly; 2 hours during securities trading hours; This is passive real estate investment structured under LLCs. I am missing the operating agreement to forward later for Club Office Partners, LLC sole member is Randall Yeomans almost exactly the same as Gramling Office Partners both owning two office condos. GA Kids Belong; Not investment-related; 1151 Eagle Dr., #464 Loveland, CO 80537; Volunteer Board Member helping hard to place children get placed in appropriate homes; Board Member GA chapter; 2025-10-01; 1 hour monthly; 1 hour during securities trading hours; My daughter and son in law are foster parents and I have supported foster care for several years. Retirement Coach and Education; Not investment-related; 61 Atlanta Street S.E. Marietta GA 30060; I teach classes on the NON-Financial and Financial considerations of retirement life; Instructor / Educator; 1995-09-01; 4 hours monthly; 4 hours during securities trading hours; I have been teaching on retirement, tax and estate planning for 30 years. I also incorporate best practices for healthy aging and longevity. This often attracts students to explore our financial planning services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 1983-10-12 |
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