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100 W Main Street Suite 450, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-07-21 |
Branch Locations
100 W Main Street Suite 450, Lexington, KY 40507 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Bank | Lexington | KY | 08/2012 | 01/2019 |
| Bb&T Investment Services, Inc. | Charlotte | NC | 08/2012 | 02/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 02/2021 |
| Bb&T | Lexington | KY | 01/2019 | 02/2021 |
| Truist Investment Services, Inc. | Lexington | KY | 02/2021 | 07/2022 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 07/2022 |
| Baird | Lexington | KY | 07/2022 | 07/2025 |
| Meridian Wealth Management, Llc | Lexington | KY | 07/2025 | Present |
JUNIOR ACHIEVEMENT OF THE BLUEGRASS POSITION: Board Member NATURE: Non-Profit Board of Directors INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/04/2010 ADDRESS: 1092 Duvall St. Ste. 240, Lexington KY 40515 DESCRIPTION: Promotes entrepreneurship and business knowledge for children K-12. They raise money through company sponsorship, direct donations, and fundraising events. DV8 KITCHEN POSITION: Member NATURE: All-day breakfast, fast casual restaurant. DV8 will consist of a breakfast all day offering and wholesale bakery. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2017 ADDRESS: 867 S Broadway, Lexington KY 40504 FAYETTE PROPERTY GROUP LLC POSITION: member NATURE: own residential rental property INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/23/2020 ADDRESS: 245 Rand Ave., Lexington KY 40508 Name of Business: Fayette Property Group LLC. Address: Lexington, Kentucky Position: Member Nature: Fayette Property Group LLC owns one duplex. We're currently in the rental real estate business. Start Date: 12/01/2020 Investment Related: No Number of Hours: 5 Securities Trading Hours: 0 Description: Finding tenants, paying bills, maintaining financials. Name/Address: Illuminate Hope LLC, 245 Rand Ave, Lexington, KY 40508 Start Date: April 18th, 2023 Hours Spent: 0-5 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member with checking signing authority. Investment Related THE REFUGE CLINIC; BOARD MEMBER; NON-PROFIT MEDICAL CLINIC; NON-INVESTMENT RELATED; NO COMPENSATION; 2 HOURS PER QUARTER DEVOTED TO THIS ACTIVITY AND ALL ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: ATTEND 4 BOARD MEETINGS PER YEAR, FUNDRAISING EVENTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-23 |
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