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100 W Main Street Suite 450, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2016-05-19 |
Branch Locations
100 W Main Street Suite 450, Lexington, KY 40507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meridian Wealth Management, Llc | Lexington | KY | 05/2016 | Present |
1. MERIDIAN INSURANCE LLC; LEXINGTON/KY; INSURANCE PRODUCER; START DATE: 08/2018; LIFE INSURANCE AND ANNUITY SALES; INVESTMENT RELATED; DEVOTE ABOUT 20 HOURS/MONTH AND ALL ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: LIFE INSURANCE, LONG TERM CARE, DISABILITY, AND FIXED ANNUITY SALES 2. THE PENN MUTUAL LIFE INSURANCE COMPANY; LEXINGTON/KY; INSURANCE PRODUCER; START DATE: 06/2020; LIFE INSURANCE AND ANNUITY SALES; INVESTMENT RELATED; DEVOTE ABOUT 20 HOURS/MONTH AND ALL ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: LIFE INSURANCE AND FIXED ANNUITY SALES 3. S.F. DAWAHARE ESTATE PARTNERSHIP; LEXINGTON/KY; PARTNER/TREASURER; START DATE: 01/2013; FAMILY REAL ESTATE LIMITED PARTNERSHIP; NON-INVESTMENT RELATED; DEVOTE ABOUT 5 HOURS/MONTH AND ALL ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: GENERAL TREASURER RESPONSIBILITIES 4. THE SALVATION ARMY OF CENTRAL KENTUCKY; LEXINGTON/KY; BOARD CHAIR; START DATE: 05/2015; CHARITABLE ORGANIZATION OFFERING HELP TO PEOPLE WHO HAVE FALLEN ON HARD TIMES, PROVIDING FOOD AND SHELTER FOR THE HOMELESS AND OPERATES FOOD DISTRIBUTION CENTERS; NON-INVESTMENT RELATED; DEVOTE ABOUT 10 HOURS/MONTH AND 5 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: RUNNING BOARD MEETINGS AND HEADING UP COMMITTEES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-16 |
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