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The Meridian Business Group, Ltd CRD 119455
$22.9M regulatory AUM 8 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2715 Thatcher Avenue, River Grove, IL 60171 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2010-11-24 |
| IL | RA | APPROVED | 2002-03-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Meridian Business Group Ltd. | River Grove | IL | 04/2002 | Present |
From 10/1/2016 to Present. Selling insurance products and services to individuals and businesses as an independent insurance agent. Requires 1 hour per week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-16 |
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