Meridith Gail Mimbs

Current Employers

Employment History

• 08/2013 → 02/2017
  Morgan Stanley
  Atlanta, GA
• 01/2015 → 02/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 03/2017 → 02/2020
  Purshe Kaplan Sterling Investments
  Albany, NY
• 02/2017 → Present
  Crescent Wealth Advisory
  Atlanta, GA
• 02/2020 → Present
  Lion Street Financial, Llc
  Atlanta, GA
• 12/2024 → Present
  M Holdings Securities, Inc.
  Portland, OR

Previous Registrations

• 2013-08-29 → 2017-02-23
  Morgan Stanley
  Atlanta, GA
• 2010-12-03 → 2013-08-12
  Ubs Financial Services Inc.
  Atlanta, GA
• 2009-03-17 → 2010-05-06
  Truist Investment Services, Inc.
  Macon, GA
• 2008-04-28 → 2009-01-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL

Other Businesses

1) Crescent Wealth Advisory LLC; 200 Galleria Pkwy SE, Ste 1880, Atlanta, GA 30339; RIA; Investment related; Director of Private Client Services; Assist clients in all operational matters, including trades, money movement, and new account paperwork; 6/20/2018; 160 ho/mo; 130 ho/mo during trading hours. 2) Crescent Wealth Management; 200 Galleria Pkwy SE, Ste 1880, Atlanta, GA 30339; M Financial Group Member Firm Employee, insurance; Investment related; Director of Private Client Services; Works on the RIA side helping with operations and client service; 2/17/2017; 160 ho/mo; 130 ho/mo during trading hours. 3) Duality Embodiment LLC; Marietta, GA; Wellness Company; Not investment related; Owner; Trauma informed breathwork and somatic healing; 7/15/24; 30 ho/mo; 0 ho/mo during trading hours. 4) Ninth Acre LLC; 400 Interstate N Parkway, Ste 1125, Atlanta GA 30339; Winery; Not investment related; Owner / President; Overseeing the business and operations, not involved in sales or soliciting; 3/16/26; 40 ho/mo; 0 ho/mo during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2008-04-18

Other Names

• Meridith Gail Mimbs
• Meridith Mimbs
• Meridith G Mimbs