Merrick Green Burleson

Current Employers

Employment History

• 12/1997 → Present
  Rick Burleson Dba Burleson Financial Strategies Inc
  Fredericksburg, VA
• 09/2014 → 04/2021
  Voya Financial Advisors, Inc
  Fredericksberg, VA
• 09/2014 → 04/2021
  Reliastar
  Richmond, VA
• 05/2021 → Present
  Lpl Financial Llc
  Fredericksburg, VA
• 05/2021 → Present
  Colonial River Investments, Llc
  Fredericksburg, VA

Previous Registrations

• 1997-09-24 → 2021-05-04
  Voya Financial Advisors, Inc.
  Richmond, VA
  Fredericksburg, VA
  Fredericksburg, VA
  Vienna, VA

Other Businesses

1) Burleson Financial Strategies, Inc.- DBA for LPL Business (entity for LPL business)- Inv. Related- Fredericksburg, VA- start date 5/15/1975 2) Amber Green Properties, LLC- Real Estate Rental- managing partner- Inv. Related- Fredericksburg, VA- start date 3/31/2004 3) Merrick Burleson- Non-Variable Insurance - Agent selling fixed annuities, life, long term care and occasionally disability- Fredericksburg, VA- start date 10/3/1996- 32hrs/mth 4) 6/7/2021 - Colonial River Investments LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 5/5/2021 - 20 Hours Per Month/4 Hours During Securities Trading - Time Spent 80% - I provide investment advisory services through Colonial River Investments LLC, an independent investment advisor firm. I started this business activity in 6/2021. 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.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-12-04
• S65 Uniform Investment Adviser Law Examination
  1995-05-02

Other Names

• Merrick Green Burleson
• Rick Burleson
• Merrick Green Burleson