Best Investors Account Sign in
Inactive

Keith Bartley Allen

Meridian Investment Advisors, Inc.

Indianapolis, IN

Claim This Profile
Current Employers
Meridian Investment Advisors, Inc.

10321 N. Pennsylvania St., Indianapolis, IN 46280 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2021-04-22
  • IN RA
    APPROVED
    Since 2021-04-22

Branch Locations

10321 N. Pennsylvania St., Indianapolis, IN 46280 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Meridian Investment Advisors, Inc. Indianapolis IN 03/2021 Present
Furloughed/Unemployed Carmel IN 06/2020 01/2021
Carmel High School Carmel IN 01/2018 Present
Westfield Steel Westfield IN 09/2018 06/2020
Self-Employed - Sales Coaching Carmel IN 01/2018 09/2019
Kroger Indianapolis IN 02/2016 12/2017
  • 03/2021 → Present
    Meridian Investment Advisors, Inc.
    Indianapolis, IN
  • 06/2020 → 01/2021
    Furloughed/Unemployed
    Carmel, IN
  • 01/2018 → Present
    Carmel High School
    Carmel, IN
  • 09/2018 → 06/2020
    Westfield Steel
    Westfield, IN
  • 01/2018 → 09/2019
    Self-Employed - Sales Coaching
    Carmel, IN
  • 02/2016 → 12/2017
    Kroger
    Indianapolis, IN
Previous Registrations
  • 2013-04-29 → 2015-06-16
    Kestra Investment Services, Llc
    Carmel, IN
  • 2009-09-04 → 2013-05-06
    Transamerica Financial Advisors, Llc
    Carmel, IN
    Redmond, WA
    Carmel, IN
  • 2006-08-01 → 2009-09-04
    Transamerica Financial Advisors, Inc.
    Carmel, IN
    Carmel, IN
Other Businesses

CARMEL HIGH SCHOOL 520 E. MAIN ST. CARMEL IN JV/VARSITY LACROSSE COACH SINCE 01/2018 NOT INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-21
S66 Uniform Combined State Law Examination 2006-07-18
S63 Uniform Securities Agent State Law Examination 1999-01-11
  • S65 Uniform Investment Adviser Law Examination
    2021-04-21
  • S66 Uniform Combined State Law Examination
    2006-07-18
  • S63 Uniform Securities Agent State Law Examination
    1999-01-11

View on SEC IAPD

Other Firms

SANCTUARY ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWEST FINANCIAL SERVICES INC
INVESTMENT ADVISORS OF INDIANAPOLIS INC
BAXTER CAPITAL MANAGEMENT INC
CRF FINANCIAL GROUP
NORTHBOUND WEALTH
LPL FINANCIAL LLC

Other Investors

MARTIN WAYNE RICE
Michael REED Myers
BEAU MCCOY BARRETT
MICHAEL H LONGLEY
DAVID B GILMORE
Lucy L Gilmore
AARON JAMES PETTERSEN
HOLLY MARIE WHARTON

Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

More in Indianapolis, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor