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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2017-06-12 |
Branch Locations
91 Camden St., Ste 303 Box 3 Breakwater Bldg, Rockland, ME 04841 • United States
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Camden | ME | 01/2012 | 05/2017 |
| Raymond James Financial Services Advisors Inc. | Camden | ME | 09/2015 | 05/2017 |
| White Lyon Asset Management | Candem | ME | 11/2016 | 05/2017 |
| Ameriprise Financial Services Inc | Camden | ME | 05/2017 | 05/2017 |
| United Planners' Financial Services Of America | Scottsdale | AZ | 06/2017 | Present |
| Youngtown Inn | Lincolnville | ME | 12/2017 | 12/2018 |
| Meredith Lyon | Rockland | ME | 03/2012 | Present |
| Meredith Lyon | Rockland | ME | 07/2015 | Present |
1.) THE MASTERMAN AGENCY - EXECUTIVE - DBA NAME FOR MARKETING PURPOSES ONLY - ROCKLAND, ME - SINCE 01/2023 - INVESTMENT RELATED 2.) MEREDITH LYON FINANCIAL DESIGNS LLC - PRESIDENT/OWNER - PASS THROUGH CORP - ROCKLAND, ME - SINCE 08/2018 - NOT INVESTMENT RELATED 3.) MEREDITH LYON - INSURANCE AGENT - NON-VARIABLE INSURANCE - ROCKLAND, ME - SINCE 07/2015 - INVESTMENT RELATED 4.) MEREDITH LYON FINANCIAL DESIGNS - OWNER-CEO - DBA NAME FOR MARKETING PURPOSES ONLY - ROCKLAND, ME - SINCE 01/2019 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-02 |
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