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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2024-04-18 |
| TX | RA | APPROVED_RES | 2024-04-18 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Bangor | ME | 06/2009 | 04/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2024 |
| Raymond James Financial Services, Inc. | Hampden | ME | 04/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Hampden | ME | 04/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
(1)Name of Business: Meridian Wealth Strategies Address: 9 Commerce Ct Ste 3, Hampden, ME, 04444-1544, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 04/18/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-18 |
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