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Current Employers
Meridian Financial Services, Inc.

Lakewood Ranch, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-16
MA RA APPROVED 2016-10-14
  • FL RA
    APPROVED
    Since 2025-09-16
  • MA RA
    APPROVED
    Since 2016-10-14

Branch Locations

Lakewood Ranch, FL • 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 Financial Services Plymouth MA 11/2011 Present
  • 11/2011 → Present
    Meridian Financial Services
    Plymouth, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-28
  • S65 Uniform Investment Adviser Law Examination
    2016-09-28
Other Names
  • Mary Hirtle

View on SEC IAPD

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