Shawn Mitchell Defoe

Current Employers

Meridian Wealth Management, Llc

100 W Main Street Suite 450, Lexington, KY 40507 • United States

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2025-12-10
LA	RA	APPROVED	2025-12-10
CA	RA	APPROVED	2025-11-12
TX	RA	APPROVED_RES	2025-11-12

KY RA
APPROVED

Since 2025-12-10
LA RA
APPROVED

Since 2025-12-10
CA RA
APPROVED

Since 2025-11-12
TX RA
APPROVED_RES

Since 2025-11-12

Branch Locations

221 Southpark Rd Suite C1, Lafayette, LA 70508 • United States

100 W Main Street Suite 450, Lexington, KY 40507 • United States

Disclosures

2 disclosure categories 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.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Integrity Financial, Llc	Lafayette	LA	05/2009	11/2025
Meridian Wealth Management, Llc	Lexington	KY	11/2025	Present

05/2009 → 11/2025

Integrity Financial, Llc

Lafayette, LA
11/2025 → Present

Meridian Wealth Management, Llc

Lexington, KY

Previous Registrations

2009-06-15 → 2025-12-31

Integrity Ria, Llc

Lafayette, LA

Lafayette, LA

Lafayette, LA
2008-11-25 → 2009-04-09

Cambridge Investment Research Advisors, Inc.

Lafayette, LA
2008-08-13 → 2008-12-05

Cetera Wealth Services, Llc

Rancho Cordova, CA
2008-05-30 → 2008-08-13

Pension Planners Securities, Inc.

Sacramento, CA

Broussard, LA

Sacramento, CA

Other Businesses

INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2005-11-01
S63	Uniform Securities Agent State Law Examination	1998-10-09

S65 Uniform Investment Adviser Law Examination

2005-11-01
S63 Uniform Securities Agent State Law Examination

1998-10-09

Other Names

Shawn Anderson Defoe
Shawn Anderson Mitchell

View on SEC IAPD