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301 East Germantown Pike Ste 201, East Norriton, PA 19401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-09-08 |
| PA | RA | APPROVED | 2025-09-08 |
Branch Locations
301 East Germantown Pike Ste 201, East Norriton, PA 19401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wilmington Trust | Wilmington | DE | 05/2019 | 12/2024 |
| Unemployed | Wilmington | DE | 11/2017 | 12/2018 |
| State Of Delaware | Wilmington | DE | 01/2019 | 05/2019 |
| Meridian Wealth Partners, Llc | Exton | PA | 08/2025 | Present |
| Schroder Investments | Philadelphia | PA | 01/2003 | 08/2017 |
| Unemployed | Wilmington | DE | 01/2025 | 07/2025 |
1) Avacaroline Enterprises LLC; Not investment-related; Wilmington, DE 19806; Entity for passive real estate investments; Co-Owner; Rent collection, mortgage payments, repair payments; Less than 5% of time during the month. 2) JBD I Enterprises LLC; Not investment-related; Wilmington, DE 19806; Entity for passive real estate investments; Co-Owner; Rent collection, mortgage payments, repair payments; Less than 5% of time during the month. 3) JDB Enterprises II LLC; Not investment-related; Wilmington, DE 19806; Entity for passive real estate investments; Co-Owner; Rent collection, mortgage payments, repair payments; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-08 |
| S66 | Uniform Combined State Law Examination | 2007-04-23 |
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