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Detailed Report
JAMES DONALD COLBOURNE
Jim Colbourne
CRD#: 2565009
IA
Investment Adviser
B
Broker
MERIT FINANCIAL ADVISORSCRD#: 142457 1025 Old Roswell Road
Suite 104
Roswell, GA 30076
PURSHE KAPLAN STERLING INVESTMENTSCRD#: 35747 1025 Old Roswell Road
Suite 104
Roswell, GA 30076
Registration History
19961998200020022004200620082010201220142016201820202022202420262 FIRMS2009 - 2011 (2 years)2 FIRMS2012 - 2014 (2 years)IAMERIT FINANCIAL ADVISORS (CRD# 142457)2016 - Present (9 years)BPURSHE KAPLAN STERLING INVESTMENTS (CRD# 35747)2024 - Present (<1 year)BLPL FINANCIAL LLC (CRD# 6413)2014 - 2024 (9 years)BCITIGROUP GLOBAL MARKETS INC. (CRD# 7059)2002 - 2009 (7 years)BTHE ROBINSON-HUMPHREY COMPANY, LLC (CRD# 723)2000 - 2002 (1 year)BSALOMON SMITH BARNEY INC. (CRD# 7059)2000 - 2000 (<1 year)BNEBRASKA HUDSON COMPANY, INC. (CRD# 27501)1996 - 2000 (3 years)IALPL FINANCIAL LLC (CRD# 6413)2014 - 2020 (5 years)IACITIGROUP GLOBAL MARKETS INC. (CRD# 7059)2003 - 2009 (6 years)
License(s)

State Registrations

B
Alabama 8/23/2024
B
Missouri 8/16/2024
B
California 8/16/2024
B
Montana 8/16/2024
B
Colorado 8/16/2024
B
New York 8/16/2024
B
Connecticut 8/16/2024
B
North Carolina 8/16/2024
B
Florida 8/16/2024
B
Ohio 8/16/2024
IA
Georgia 2/8/2016
B
Oklahoma 8/16/2024
B
Georgia 8/16/2024
B
Pennsylvania 8/16/2024
B
Idaho 8/16/2024
B
South Carolina 8/16/2024
B
Illinois 8/16/2024
B
Tennessee 8/16/2024
B
Louisiana 8/16/2024
IA
Texas 3/7/2022
B
Maryland 8/16/2024
B
Texas 8/16/2024
B
Massachusetts 8/16/2024
B
Virginia 8/16/2024
B
Minnesota 8/16/2024
B
Washington 8/16/2024
B
Mississippi 8/16/2024

SRO Registrations

B
 FINRA

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Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
MERIT FINANCIAL ADVISORS (CRD#:142457)
1025 Old Roswell Road Suite 104, Roswell, GA 30076
Registered with this firm since 2/1/2016
B
PURSHE KAPLAN STERLING INVESTMENTS (CRD#:35747)
1025 Old Roswell Road Suite 104, Roswell, GA 30076
Registered with this firm since 8/16/2024
Previous Registration(s)
th hidden textth hidden textNameLocation
B
 11/04/2014 - 08/16/2024 LPL FINANCIAL LLC (CRD#:6413) ROSWELL, GA
IA
 11/04/2014 - 10/06/2020 LPL FINANCIAL LLC (CRD#:6413) ROSWELL, GA
IA
 01/19/2012 - 07/17/2014 STEPHENS (CRD#:3496) ATLANTA, GA
B
 01/03/2012 - 07/17/2014 STEPHENS (CRD#:3496) ATLANTA, GA
IA
 06/01/2009 - 12/22/2011 MORGAN STANLEY SMITH BARNEY LLC (CRD#:149777) ATLANTA, GA
B
 06/01/2009 - 12/22/2011 MORGAN STANLEY SMITH BARNEY (CRD#:149777) ATLANTA, GA
IA
 04/16/2003 - 06/01/2009 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) ATHENS, GA
B
 01/02/2002 - 06/01/2009 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) ATHENS, GA
B
 08/21/2000 - 01/02/2002 THE ROBINSON-HUMPHREY COMPANY, LLC (CRD#:723) ATLANTA, GA
B
 08/21/2000 - 08/21/2000 SALOMON SMITH BARNEY INC. (CRD#:7059) NEW YORK, NY
B
 10/09/1996 - 08/15/2000 NEBRASKA HUDSON COMPANY, INC. (CRD#:27501) OMAHA, NE
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.