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Current Employers
Merit Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-01-29
TX RA APPROVED_RES 2026-01-29
GA RA APPROVED 2022-06-02
  • LA RA
    APPROVED
    Since 2026-01-29
  • TX RA
    APPROVED_RES
    Since 2026-01-29
  • GA RA
    APPROVED
    Since 2022-06-02

Branch Locations

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

2551 Lafayette Plaza Dr, Albany, GA 31707 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lakeside Babtist Church Albany GA 04/2005 Present
Invest Financial Corp. Tampa FL 02/2009 02/2018
Dasher & Padgett Financial Advisors, Inc. Albany GA 02/2009 05/2022
Merit Financial Advisors Alpharetta GA 05/2022 Present
Purshe Kaplan Sterling Investments Albany NY 08/2024 Present
  • 04/2005 → Present
    Lakeside Babtist Church
    Albany, GA
  • 02/2009 → 02/2018
    Invest Financial Corp.
    Tampa, FL
  • 02/2009 → 05/2022
    Dasher & Padgett Financial Advisors, Inc.
    Albany, GA
  • 05/2022 → Present
    Alpharetta, GA
  • 08/2024 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
Previous Registrations
  • 2018-02-14 → 2022-07-12
    Albany, GA
  • 2009-02-19 → 2018-02-16
    Invest Financial Corporation
    Albany, GA
    Appleton, WI
    Albany, GA
    Appleton, WI
  • 2008-05-05 → 2009-05-26
    Dasher & Padgett Finanical Advisors, Inc.
    Albany, GA
  • 2008-03-14 → 2009-03-05
    Albany, GA
    Duluth, GA
  • 2005-05-12 → 2007-12-06
    Raymond James Financial Services, Inc.
    Albany, GA
  • 2004-04-07 → 2005-03-15
    Albany, GA
Other Businesses

1. 10/18/2017 - Dasher Padgett Financial Advisors, Inc. - Investment Related - At Reported Business Location(s) - DBA - Co-Owner - Start Date - 2/11/2009 - 15 Hours During Securities Trading. 2. 06/12/2019 - Kiwanis Club of Dougherty County - Not Investment Related - 101 S. Front St., Albany, GA 31701 - Non-Profit Board Member -Secretary - Start Date - 05/01/2019 - 6 Hours Per Month/ 0 Hours During Securities Trading. 3. 05/31/2022 - Merit Financial Advisors - Investment Related - At Reported Business Location(s) - DBA - Start Date - 05/23/2022 - 40 Hours Per Month/ 40 Hours During Securities Trading. 4. 06/01/2022 - Merit Financial Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 05/23/2022 - 20 Hours Per Month/ 20 Hours During Securities Trading - I provide investment advisory services through Merit Financial Group, LLC, an independent investment advisor firm. I started this business activity in 05/2022. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 06/01/2022 - Merit Financial Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 05/23/2022 - 40 Hours Per Month/ 40 Hours During Securities Trading. 6. 06/01/2022 - Merit Financial Group, LLC - DBA: Merit - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 05/23/2022 - 40 Hours Per Month/ 40 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-05-25
  • S66 Uniform Combined State Law Examination
    1999-05-25
Other Names
  • Tommy Gay
  • Thomas W Gay

View on SEC IAPD

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