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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-08-02 |
| TX | RA | APPROVED | 2024-08-02 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
2533 Spring Arbor Rd. Suite A, Jackson, MI 49203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Jackson | MI | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Jackson | MI | 11/2016 | 03/2019 |
| Wells Fargo Advisors Financial Network, Llc | Jackson | MI | 03/2019 | 08/2024 |
| &Partners, Llc | Nashville | TN | 08/2024 | Present |
JBK JACKSON, LLC POSITION: Manager NATURE: Entity established for payment of rent and other operational expenses of Meridian Wealth Management &Partners, and for allocation of such expenses to Partners. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/02/2024 ADDRESS: Jackson, MI 49201, United States COUNTRY CLUB OF JACKSON, JACKSON, MI POSITION: Director NATURE: Golf and Social Membership. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/02/2024 ADDRESS: Jackson, MI 49203, United States DESCRIPTION: Oversight, Strategic Planning, Budgeting, Governance, 9 Monthly Meetings Annually, 4 Executive Committee Meetings, 1 Budgeting Meeting, and Ad Hoc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-27 |
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