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Current Employers
Meridian Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2017-08-30
  • KY RA
    APPROVED
    Since 2017-08-30

Branch Locations

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

Nashville, TN • 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
Meridian Wealth Management, Llc Lexington KY 08/2017 Present
Farmers National Bank Of Danville, N.A. Lexington KY 06/2015 07/2017
Previous Registrations
Other Businesses

1. SPALDING SMAILS CONSULTING LLC; NASHVILLE/TN; MANAGING MEMBER; START DATE: 06/2021; CONSULTING; NON-INVESTMENT RELATED; DEVOTE ABOUT 30 HOURS/MONTH AND 10 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: IDENTIFYING AND INTRODUCING POTENTIAL CUSTOMERS TO PRODUCT SUPPLIERS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-30
S66 Uniform Combined State Law Examination 2013-03-25
  • S65 Uniform Investment Adviser Law Examination
    2017-08-30
  • S66 Uniform Combined State Law Examination
    2013-03-25
Other Names
  • Tyler Montell
  • Wm Tyler Montell

View on SEC IAPD

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