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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 2026-03-20
TX RA APPROVED 2026-03-06
  • GA RA
    APPROVED
    Since 2026-03-20
  • TX RA
    APPROVED
    Since 2026-03-06

Branch Locations

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

61 Atlanta St Se, Marietta, GA 30060 • 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
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
  • 11/1994 → 02/2026
    Financial Fortress Inc. / Yeomans Consulting Group, Inc.
    Marietta, GA
  • 10/1995 → 02/2026
    Yeomans Consulting Group, Inc.
    Marietta, GA
  • 10/2005 → 10/2022
    Sagepoint Financial, Inc.
    Marietta, GA
  • 02/2026 → Present
    Alpharetta, GA
Previous Registrations
  • 2003-06-11 → 2026-03-31
    Your Retirement Coach
    Marietta, GA
    Marietta, GA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-08-16
S63 Uniform Securities Agent State Law Examination 1983-10-12
  • S65 Uniform Investment Adviser Law Examination
    1995-08-16
  • S63 Uniform Securities Agent State Law Examination
    1983-10-12
Other Names
  • Randy Yeomans

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