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100 W Main Street Suite 450, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-05-03 |
Branch Locations
16255 Ventura Blvd. Suite 705, Encino, CA 91436 • United States
100 W Main Street Suite 450, Lexington, KY 40507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southport Capital (Livingston Group Asset Management Company) | Los Angeles | CA | 05/2014 | 04/2022 |
| Meridian Wealth Management, Llc | Lexington | KY | 05/2022 | Present |
1. MERIDIAN INSURANCE LLC; LEXINGTON/KY; INSURANCE PRODUCER; START DATE: 05/2022; LIFE INSURANCE AND ANNUITY SALES; INVESTMENT RELATED; DEVOTE ABOUT 20 HOURS/MONTH AND 10 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: CONSULTING AND SELLING ANNUITIES & LIFE INSURANCE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-03 |
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