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100 W Main Street Suite 450, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-01-01 |
| MS | RA | APPROVED | 2025-01-01 |
| LA | RA | APPROVED | 2023-09-12 |
| GA | RA | APPROVED | 2023-08-28 |
| TX | RA | APPROVED_RES | 2023-08-24 |
Branch Locations
100 W Main Street Suite 450, Lexington, KY 40507 • United States
2090 Woodrow St, Mandeville, LA 70471 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2007 | 08/2023 |
| Northwestern Mutual Investment Services Llc | Metairie | LA | 04/2008 | 08/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 08/2023 |
| Meridian Wealth Management | Mandeville | LA | 08/2023 | Present |
1. DIRECTOR, THE NEHEMIAH PROJECT, 1200 WEST CAUSEWAY APPROACH, MANDEVILLE, , LOUISIANA, 70433, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 1/24/2022, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, BOARD MEMBER 2. VARSITY WEALTH, INVESTMENT RELATED, MANDEVILLE LA, DBA FOR FIXED INSURANCE, OFFICE OVERHEAD AND STAFF EXPENSES, INSURANCE AGENT, DBA FOR INVESTMENT ADVISORY BUSINESS THROUGH MWM, START DATE 8.24.2023, 160 HOURS PER MONTH DEVOTED, 160 HOURS PER MONTH DURING SECURITIES TRADING. SALES OF FIXED INSURANCE PRODUCTS AND OFFICE OVERSIGHT, INVESTMENT ADVISORY BUSINESS DBA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-20 |
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