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Current Employers
Merit Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-10-03
  • MD RA
    APPROVED
    Since 2025-10-03

Branch Locations

2099 Gaither Road, Suite 110, Rockville, MD 20850 • United States

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • 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
National Planning Corporation Rockville MD 10/2001 08/2017
Triad Advisors,Inc. Norcross GA 08/2017 08/2024
Obsidian Personal Planning Solutions Rockville ME 04/2005 09/2025
Osaic Wealth, Inc. Rockville MD 08/2024 10/2025
Merit Financial Group Llc Dba Merit Financial Advisors Rockville MD 10/2025 Present
Purshe Kaplan Sterling Investments Albany NY 10/2025 Present
  • 10/2001 → 08/2017
    National Planning Corporation
    Rockville, MD
  • 08/2017 → 08/2024
    Triad Advisors,Inc.
    Norcross, GA
  • 04/2005 → 09/2025
    Obsidian Personal Planning Solutions
    Rockville, ME
  • 08/2024 → 10/2025
    Osaic Wealth, Inc.
    Rockville, MD
  • 10/2025 → Present
    Merit Financial Group Llc Dba Merit Financial Advisors
    Rockville, MD
  • 10/2025 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
Previous Registrations
  • 2020-07-28 → 2025-12-04
    Obsidian Personal Planning Solutions, Llc
    Rockville, MD
Other Businesses

1.) Merit Financial Group LLC DBA Merit Financial Advisors. Investment Related. At Registered Location. RIA. IAR. 10/2025. 100. 100. Service Clients.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-28
S63 Uniform Securities Agent State Law Examination 2002-03-27
  • S66 Uniform Combined State Law Examination
    2020-07-28
  • S63 Uniform Securities Agent State Law Examination
    2002-03-27
Other Names
  • Vincent Sean Mc Carron

View on SEC IAPD

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