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100 W Main Street Suite 450, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2015-01-14 |
Branch Locations
100 W Main Street Suite 450, Lexington, KY 40507 • United States
250 W Main Street, Lexington, KY 40507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meridian Wealth Management, Llc | Lexington | KY | 03/2013 | Present |
1. FAYETTE ALLIANCE, INC.; LEXINGTON/KY; BOARD MEMBER; START DATE: 02/2012; NONPROFIT LAND USE ADVOCACY; NON-INVESTMENT RELATED; DEVOTE ABOUT 4 HOURS/MONTH AND ALL ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: GENERAL BOARD ACTIVITIES 2. LEXINGTON CHALLENGER TENNIS CHARITY, INC.; LEXINGTON/KY; BOARD MEMBER; START DATE: 01/2016; PROMOTES AND OPERATES USTA PRO TENNIS TOURNAMENT; NON-INVESTMENT RELATED; DEVOTE ABOUT 2 HOURS/MONTH AND 1 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: GENERAL BOARD ACTIVITIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-14 |
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