Manita Ho Moran

Current Employers

Meridian Wealth Management, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-05-02

TX RA
APPROVED

Since 2022-05-02

Branch Locations

700 Central Expy S, Suite 210, Allen, TX 75013 • 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

Organization	City	State	From	To
Moka Tx Llc	Allen	TX	04/2010	Present
Wealth Management Grp	Allen	TX	08/2015	02/2021
Southport Capital	Chattanooga	TN	02/2021	04/2022
Meridian Wealth Management, Llc	Lexington	KY	05/2022	Present

04/2010 → Present

Moka Tx Llc

Allen, TX
08/2015 → 02/2021

Wealth Management Grp

Allen, TX
02/2021 → 04/2022

Southport Capital

Chattanooga, TN
05/2022 → Present

Meridian Wealth Management, Llc

Lexington, KY

Previous Registrations

2021-02-16 → 2022-05-16

Southport Capital

Suite 210, TX
2015-12-18 → 2021-05-03

Wealth Management Group, Llc

Allen, TX

Other Businesses

1. MOKA TX LLC (FORMERLY KNOWN AS MANITA H LAM CPA LLC); ALLEN/TX; MANAGING MEMBER & CPA; START DATE: 03/2017; PREPARE TAXES AND BOOKKEEPING; NON-INVESTMENT RELATED; DEVOTE ABOUT 20 HOURS/MONTH AND 1 IS DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: GENERAL CPA DUTIES 2. MOKA CONSULTING LLC; ALLEN/TX; CO-OWNER; START DATE: 10/2021; LONG-TERM RENTAL; NON-INVESTMENT RELATED; DEVOTE ABOUT 0 HOURS/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: NONE 3. ROTARY CLUB OF ALLEN SUNRISE; ALLEN/TX; TREASURER; START DATE: 10/2012; BOOKKEEPING FOR NONPROFIT ORGANIZATION; NON-INVESTMENT RELATED; DEVOTE ABOUT 1 HOUR/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: BOOKKEEPING 4. EMS OPERATIONS, LLC; ALLEN/TX; CPA; START DATE 03/2026; MUSIC RETAIL AND RENTALS; NON-INVESTMENT RELATED; DEVOTE 4-8 HOURS/MONTH AND 0 ARE DURING SECURITIES AND TRADING HOURS; DUTIES INCLUDE VARIOUS MONTHLY REVIEWS AND CONSULTING 5. TWINROSE INVESTMENTS LLC; ALLEN/TX; PASSIVE INVESTOR; START DATE: 06/2021; COMMERCIAL REAL ESTATE INVESTING; NON-INVESTMENT RELATED; DEVOTE ABOUT 0 HOURS/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: NONE - PASSIVE INVESTOR 6. TRAHAN CAMPAIGN; ALLEN/TX; TREASURER; START DATE: 03/2022; REPORTING CAMPAIGN FINANCE; NON-INVESTMENT RELATED; DEVOTE ABOUT 1 HOUR/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: REPORTING CAMPAIGN FINANCES 7. MERIDIAN INSURANCE LLC; LEXINGTON/KY; INSURANCE PRODUCER; START DATE: 05/2022; LIFE INSURANCE AND ANNUITY SALES; INVESTMENT RELATED; DEVOTE ABOUT 0 HOURS/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: CONSULTING ON FIXED ANNUITIES AND LIFE INSURANCE AS NEEDED

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-12-18

S65 Uniform Investment Adviser Law Examination

2015-12-18

Designations

Other Names

Manita C Ho
Manita H Lam
Manita Ho Lam

View on SEC IAPD