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Gregory Wade Merritt

Cahaba Wealth Management, Inc.

Atlanta, GA

Birmingham, AL

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Current Employers
Cahaba Wealth Management, Inc.

1200 Peachtree Street Ne Suite 610, Atlanta, GA 30309 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2023-06-22
  • AL RA
    APPROVED
    Since 2023-06-22

Branch Locations

1200 Peachtree Street Ne Suite 610, Atlanta, GA 30309 • United States

3800 Colonnade Parkway Suite 630, Birmingham, AL 35243 • 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
Proequities, Inc. Birmingham AL 01/2018 03/2018
First Protective Birmingham AL 05/2016 03/2018
Mml Investors Services, Llc Birmingham AL 04/2018 11/2020
Rfg Advisory, Llc Vestavia Hills AL 11/2020 06/2023
Cahaba Wealth Management Atlanta GA 06/2023 Present
  • 01/2018 → 03/2018
    Proequities, Inc.
    Birmingham, AL
  • 05/2016 → 03/2018
    First Protective
    Birmingham, AL
  • 04/2018 → 11/2020
    Mml Investors Services, Llc
    Birmingham, AL
  • 11/2020 → 06/2023
    Rfg Advisory, Llc
    Vestavia Hills, AL
  • 06/2023 → Present
    Cahaba Wealth Management
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-16
  • S66 Uniform Combined State Law Examination
    2018-05-16
Other Names
  • Gregory Wade Merritt
  • Gregory Wade Merritt
  • Wade Merritt

View on SEC IAPD

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Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

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