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Nathaniel Scott Gilbert

Meridian Financial Partners LLC

Warrenton, VA

CRD 4514358

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Employer firm

Meridian Financial Partners LLC CRD 281969

$628M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Meridian Financial Partners Llc

39 South 4Th Street, Warrenton, VA 20186 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-05-19
VA RA APPROVED 2016-03-08
  • TX RA
    APPROVED_RES
    Since 2021-05-19
  • VA RA
    APPROVED
    Since 2016-03-08

Branch Locations

39 South 4Th Street, Warrenton, VA 20186 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Meridian Financial Partners Llc Warrenton VA 09/2015 Present
Previous Registrations
  • 2015-11-16 → 2016-03-03
    Meridian Financial Partners Llc
    Warrenton, VA
  • 2008-06-01 → 2015-09-28
    Osaic Institutions, Inc.
    Warrenton, VA
  • 2003-08-18 → 2008-06-01
    Bi Investments, Llc
    Warrenton, VA
    Warrenton, VA
  • 2002-12-04 → 2003-09-22
    Uvest Financial Services Group, Inc.
    Warrenton, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-11-14
  • S66 Uniform Combined State Law Examination
    2002-11-14
Other Names
  • Nathan Gilbert

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
FOUNDERS FINANCIAL SECURITIES LLC
EDWARD JONES

Nearby Investors

RICHARD GLENN ALBERT
APRIL SPITTLE BLAKE
Jessica Ashby

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Warrenton, VA
FOUNDERS FINANCIAL SECURITIES LLC · Warrenton, VA
EDWARD JONES · Warrenton, VA

More in Warrenton, VA

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