Billy Macon Grissom

Current Employers

Merit Financial Advisors

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-01-29
NC	RA	APPROVED	2021-01-06

TX RA
APPROVED_RES

Since 2026-01-29
NC RA
APPROVED

Since 2021-01-06

Branch Locations

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

3100 Smoketree Court Suite 1002, Raleigh, NC 27604 • 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

Organization	City	State	From	To
Lpl Financial, Llc	Raleigh	NC	10/2020	08/2024
Orion Talent	Raleigh	NC	05/2019	09/2020
United States Marine Corps	Washington	DC	01/2016	05/2019
Merit Financial Advisors	Raleigh	NC	10/2020	Present
Pks Investments	Albany	NY	08/2024	Present

10/2020 → 08/2024

Lpl Financial, Llc

Raleigh, NC
05/2019 → 09/2020

Orion Talent

Raleigh, NC
01/2016 → 05/2019

United States Marine Corps

Washington, DC
10/2020 → Present

Merit Financial Advisors

Raleigh, NC
08/2024 → Present

Pks Investments

Albany, NY

Other Businesses

1. Merit Financial Advisors. Investment Related. At the registered location. RIA. IAR. Wealth Manager. 10/7/2020.160.160. Service clients. 2. Fixed Insurance. Investment Related. At registered location. Independent Insurance. Agent. 07/2024. 10. 10. provide insurance advice based on the needs of client. 3. PKS. Investment Related. At the registered location. RR of BD. Commission compensation.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-11-24

S66 Uniform Combined State Law Examination

2020-11-24

Other Names

Trey Grissom
Billy Macon Grissom Iii

View on SEC IAPD

Current Employers

Merit Financial Advisors

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

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