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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2016-08-25 |
Branch Locations
6925 Halcyon Park Drive Suite B, Montgomery, AL 36117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Montgomery | AL | 08/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Montgomery | AL | 08/2016 | Present |
| Gateway Partners | Montgomery | AL | 08/2016 | 09/2017 |
| Next Level Boot Camp | Wetumpka | AL | 01/2021 | Present |
(1)Name of Business: Meridiem Advisory Group LLC formerly Gateway Partners LLC Address: 6925-B Halcyon Park Drive, Montgomery, AL, 36117, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/22/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Associate Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-12 |
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