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100 W Main Street Suite 450, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-18 |
Branch Locations
700 Central Expwy. Ste 210, Allen, TX 75013 • United States
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 |
|---|---|---|---|---|
| Wells Fargo | Plano | TX | 12/2010 | 11/2019 |
| Comerica Bank | Plano | TX | 01/2020 | 12/2021 |
| Southport Capital | Allen | TX | 01/2022 | 05/2022 |
| Meridian Wealth Management | Allen | TX | 05/2022 | Present |
1. ALLEN COMMUNITY DEVELOPMENT CORPORATION; ALLEN, TX; START DATE OCTOBER 2019; THIS CORPORATION ADMINISTERS SALES TAX FOR THE CITY; VICE PRESIDENT; NON-INVESTMENT RELATED; APPROXIMATELY 4 HOURS PER MONTH IS SPENT ON THIS ACTIVITY, AND 0 DURING TRADING HOURS; DUTIES INCLUDE VOTING ON PROJECTS TO ENHANCE THE CITY'S PARKS AND TRAILS, PROVIDING ECONOMIC INCENTIVES 2. ALLEN CHAMBER BUSINESS ADVOCACY COMMITTEE; ALLEN, TX; START DATE JANUARY 2023; THIS CORPORATION REVIEWS AND MONITORS LEGISLATIVE ISSUES THAT IMPACT THE BUSINESSES THAT THEY REPRESENT; CHAIR POSITION HELD; NON-INVESTMENT RELATED; APPROXIMATELY 2 HOURS PER MONTH IS SPENT ON THIS ACTIVITY, AND 0 DURING TRADING HOURS; DUTIES INCLUDE RECOMMENDING CHAMBER POSITIONS ON ISSUES TO THE BOARD OF DIRECTORS FOR ACTION AND TO INFORM MEMBERS OF THE SAME 3. PEACE IN THE HOME, LLC; ALLEN, TX; START DATE JANUARY 2022; DOMESTIC VIOLENCE SURVIVORS SHELTER; BOARD MEMBER; NON-INVESTMENT RELATED; APPROXIMATELY 2 HOURS PER MONTH IS SPENT ON THIS ACTIVITY, AND 0 DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-20 |
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