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Shalimar Michelle Sovick Meredith

Ameriprise Financial Services, LLC

Charlotte, NC

Waxhaw, NC

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-08-23
TX RA APPROVED 2024-08-23
  • NC RA
    APPROVED
    Since 2024-08-23
  • TX RA
    APPROVED
    Since 2024-08-23

Branch Locations

300 S Tryon St, Charlotte, NC 28202 • United States

Waxhaw, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc San Diego CA 06/2013 07/2023
Ameriprise Financial Services, Llc Charlotte NC 07/2024 Present
Unemployment Waxhaw NC 07/2023 07/2024
Other Businesses

Real Estate Ownership; Single Family; 16375 Springvale St, , Poway, CA, 92831; Investment-Related; 12/18/2025.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-13
S65 Uniform Investment Adviser Law Examination 2021-05-05
S63 Uniform Securities Agent State Law Examination 2012-01-06
  • S66 Uniform Combined State Law Examination
    2024-08-13
  • S65 Uniform Investment Adviser Law Examination
    2021-05-05
  • S63 Uniform Securities Agent State Law Examination
    2012-01-06
Other Names
  • Shalimar Michelle Sovick
  • Shalimar Michelle Sovick
  • Shalimar Michelle Meredith
  • Shalimar "Shell" Meredith
  • Shell Meredith

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
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MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

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