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Meridian Wealth Advisors, LLC CRD 282609
$1.74B regulatory AUM 4 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3600 North Capital Of Texas Highway Building B, Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-02 |
Branch Locations
3600 North Capital Of Texas Highway Building B, Suite 150, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Austin | TX | 05/2013 | 12/2017 |
| A Cup Of Sugar | Austin | TX | 01/2015 | Present |
| Meridian Wealth Advisors, Llc | Austin | TX | 01/2018 | Present |
| Meridian Wealth Advisors, Llc | Austin | TX | 01/2018 | Present |
(1) A Cup of Sugar Address: Austin, TX Nature of the Business: Selling decorated cookies Position/Title: Proprietor/Owner Investment Related: No Start Date: 01/16/2015 Hours per month devoted to this business: 40 Hours per month devoted to this business during trading hours: 0 Description of duties: Baking & selling sugar cookies in small quantities to friends.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-29 |
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