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3600 North Capital Of Texas Highway Building B, Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-08-28 |
| TX | RA | APPROVED | 2019-06-21 |
Branch Locations
3600 North Capital Of Texas Highway Building B, Suite 150, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Austin | TX | 12/2010 | 06/2019 |
| Meridian Wealth Advisors, Llc | Austin | TX | 06/2019 | Present |
| Meridian Wealth Advisors, Llc | Austin | TX | 06/2019 | Present |
Name of Other Business: Greenridge Growth Partners; Investment-Related: Yes; Address: 6001 Bold Ruler Way, Suite 120, Austin, TX 78746; Nature of Other Business: Private Equity Firm; Position/Title: Member of the Limited Partner Advisory Committee; Start Date: 05/01/2001; Time Spent on Other Business: Approximately 2 Hours Per Year; Description of Duties: Advises and provides feedback to the General Partners and owners of Greenridge as they make fund-level decisions; Compensation: None.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-13 |
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