Pat David Moon

Employer firm

Meridian Investment Advisors CRD 110216

$862M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/1997 → Present
  Meridian Management Co
  Little Rock, AR

Previous Registrations

• 2004-09-28 → 2011-08-09
  Integrated Portfolio Management, Llc
  Little Rock, AR

Other Businesses

Transcore Logistics, LLC; Investment related: No; 12407 N Mopac Expy,Ste 250-40 Austin TX 78758 USA; Brokerage company for ship leases.; Managing Member; 2018-03-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 3; Accounting, tax filing coordinator, billing, revenue collection. Oceanus Brokers, LLC; Investment related: No; 945 MCKINNEY ST SUITE 248 Houston Texas 77002 USA; Brokerage of ship leases.; Managing Member; 2023-07-06; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 2; Accounting, tax filing coordinator, invoices, revenue distribution to members. Gorgon Holding LLC; Investment related: No; 945 Mckinney St, Suite 248 Houston Texas 77002 USA; Broker for ship lease agreements.; Manager; 2023-07-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 3;

Designations

• Chartered Financial Analyst