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100 W Main Street Suite 450, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-06-10 |
Branch Locations
100 W Main Street Suite 450, Lexington, KY 40507 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2016 | 05/2024 |
| Northwestern Mutual Investment Services Llc | Lexington | KY | 12/2016 | 05/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2018 | 05/2024 |
| Meridian Wealth Management | Lexington | KY | 05/2024 | Present |
1.IRONGUIDE, INVESTMENT RELATED, DBA FOR FIXED INSURANCE, INSURANCE AGENT, DBA FOR INVESTMENT ADVISORY BUSINESS THROUGH MWM, START DATE 5.31.2024, 160 HOURS PER MONTH DEVOTED, 160 HOURS PER MONTH DURING SECURITIES TRADING. SALES OF FIXED INSURANCE PRODUCTS AND OFFICE OVERSIGHT, INVESTMENT ADVISORY BUSINESS DBAMAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH MERIDIAN WEALTH MANAGEMENT FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS . INVESTMENT RELATED. 2. AFFIRM; RICHMOND, KY, BOARD MEMBER AND MANAGER, NO COMPENSATION, START DATE 07/25/2025 HOURS PER MONTH: 1, MANAGES INVESTMENT ACCOUNT AND SERVES ON BOARD, NON PROFIT ORGANIZATION FOCUSED ON SERVING WOMEN IN CRISIS, 3. 100% OWNER, AUTHOR, 468 HOLIDAY RD, LEXINGTON, , KENTUCKY, 40502, UNITED STATES OF AMERICA, AUTHOR, START DATE: 1/9/2024, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, WRITE A BOOK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-16 |
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