Leslie Waddell Merritt

Current Employers

Employment History

• 11/2005 → 11/2023
  Fsc Securities Corporation, Inc.
  Raleigh, NC
• 11/2023 → Present
  Osaic Wealth, Inc.
  Raleigh, NC

Previous Registrations

• 2008-04-01 → 2023-11-03
  Fsc Securities Corporation
  Raleigh, NC
  Clayton, NC

Other Businesses

1. MERRITT WEALTH STRATEGIES & MERRITT WEALTH MANAGEMENT LTD, LLC, YES, 3356 SIX FORKS ROAD RALEIGH, NC 27609, 2009, 135, 130, DBA FOR SECURITIES BUSINESS 2. BRT INSURANCE AGENCY, POSITION: Statutory Agent, NO, 3356 SIX FORKS ROAD RALEIGH, NC 27609, 2005, 3, 3, I provide life insurance to my clients if they need it. I do not do a lot of insurance business, but I do provide it if need be. I do sell a substantial amount of variable annuities and recently sold my first fixed annuity. 3. DAKATIE DISTRIBUTING CORP., NO, HOME ADDRESS, 2010, 25, 0, INTERNET MARKETING VENTURE AND AGRICULTURAL BUSINESS 4. MERRITT WEALTH MANAGEMENT LTD LLC POSITION: Other - We are both MEMBERS in the limited liability company. NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/13/2009 ADDRESS: 3356 Six Forks Road, Raleigh, NC 27609, Raleigh NC 27609 DESCRIPTION: We are both members in the limited liability company. 7. NEUSE GOATSCAPING, INC. POSITION: Owner - NATURE: We periodically rent goats to clear brush. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/22/2010 ADDRESS: 52 Bertram Drive Clayton, NC 27609, Clayton NC 27520 DESCRIPTION: I am the owner of Neuse Goatscaping, Inc. I am just starting the businesses underlying this corporation so I am not currently profiting at all. This businessis agricultural based and has to do with me taking on more responsibility on my family's farm which has been a part of our family for over 300 years (1695) now. There is not a website for the agricultural activity at this time. 8. THE BUCHAN AGENCY POSITION: Owner NATURE: The Buchan Agency is primarily a long term careand life insurance agency with existing relationships both with state employees and the private sector. INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2017; ADDRESS: 3820 Merton Drive, Suite 112, Raleigh NC 27609, United States; DESCRIPTION: I oversee existing insurance relationships and manage the accounting staff. I do spend time trying to develop strategic relationships for future business revenue streams in the insurance industry.

Exams

• S66 Uniform Combined State Law Examination
  2008-03-31
• S63 Uniform Securities Agent State Law Examination
  2005-12-14