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100 W Main Street Suite 450, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2022-07-07 |
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 |
|---|---|---|---|---|
| Unified Trust Company | Lexington | KY | 08/2012 | 08/2021 |
| Meridian Wealth Management Llc | Lexington | KY | 08/2021 | Present |
1. KENTUCKY CRAFT HISTORY & EDUCATION ASSOCIATION; LEXINGTON/KY; TREASURER; START DATE: 07/2019; NONPROFIT ORGANIZATION CONSERVING THE HISTORY OF CRAFTS IN KENTUCKY; NON-INVESTED RELATED; DEVOTE ABOUT 10 HOURS/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: MAINTAINING FINANCIAL REPORTS, DEVELOPMENT & FUNDRAISING 2. KDMAC LLC; LEXINGTON/KY; MANAGING MEMBER; START DATE: 08/2021; FOR BUSINESS TAX PURPOSES OF INVESTMENT ADVISORY BUSINESS; NON-INVESTMENT RELATED; DEVOTE ABOUT 1 HOUR/MONTH AND ALL ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: KEEPING UP WITH MONTHLY INCOME AND EXPENSES FOR TAX PURPOSES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-07 |
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