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Current Employers
Merit Financial Advisors

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

Current Registrations

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

Branch Locations

3100 Smoketree Court Suite 1002, Raleigh, NC 27604 • 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
Finanical Analysts, Inc. Raleigh NC 05/2007 06/2023
Triad Advisors, Inc Norcross GA 02/2012 06/2023
Advisory Services Network, Llc Atlanta GA 02/2012 06/2023
Ffi Alternatives Llc Raleigh NC 01/2013 06/2023
Lpl Financial, Llc Raleigh NC 06/2023 08/2024
Merit Financial Group Llc Dba Merit Financial Advisors Raleigh GA 06/2023 Present
Pks Investments Albany NY 08/2024 Present
  • 05/2007 → 06/2023
    Finanical Analysts, Inc.
    Raleigh, NC
  • 02/2012 → 06/2023
    Triad Advisors, Inc
    Norcross, GA
  • 02/2012 → 06/2023
    Advisory Services Network, Llc
    Atlanta, GA
  • 01/2013 → 06/2023
    Ffi Alternatives Llc
    Raleigh, NC
  • 06/2023 → 08/2024
    Lpl Financial, Llc
    Raleigh, NC
  • 06/2023 → Present
    Merit Financial Group Llc Dba Merit Financial Advisors
    Raleigh, GA
  • 08/2024 → Present
    Pks Investments
    Albany, NY
Previous Registrations
  • 2012-02-10 → 2023-06-21
    Raleigh, NC
    Atlanta, GA
  • 2007-09-07 → 2012-02-10
    Fsc Securities Corporation
    Raleigh, NC
Other Businesses

1. Merit Financial Advisors. Investment Related. At Registered Location. RIA. Wealth Manager/IAR. Start Date: 07/15/2024. 160 hrs/ month; all during trading hours. Service clients. 2. Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 07/15/2024. 0 hrs/ month; none during trading hours. Provide insurance advice based on the needs of client(s). 3. Rock Tide Media, LLC. Not Investment Related. 4441 Six Forks Road, Raleigh NC 27609 Suite 106-205. Content Creator. Owner. Start Date: 12/28/2016. 16 hrs/ month; all during trading hours. Business Owner - Provide Content to Google 4. Kern Foundation; Not investment-related; 4007 Marydell Lane, Durham NC 27707; Manager of family charity supporting local charitable organizations; Trustee; 05/05/2011; 2 hours monthly; 0 hours during securities trading hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-09-06
  • S66 Uniform Combined State Law Examination
    2007-09-06
Other Names
  • Thomas Campbell

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