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100 W Main Street Suite 450, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
100 W Main Street Suite 450, Lexington, KY 40507 • United States
Tequesta, FL • United States
3835 Pga Blvd., Suite 205, Palm Beach Gardens, FL 33410 • United States
Tequesta, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
Tequesta, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sat Financial Advisors Inc. | Tequesta | FL | 04/2016 | Present |
| Meridian Wealth Management Llc | Lexington | KY | 04/2025 | Present |
Name of other Business: Sat Financial Advisors Inc. (CRD# 283792) Business is investment-related: Yes Address of the other business: Yes Nature of the other business: Investment Advisory Services Your Position: Owner Title, or relationship with the other business: Wealth Management Advisor Start date of your relationship: 2016 Approximate number of hours/month you devote to the other business: 15 hours total (inclusive of trading hours) Number of hours you devote to the other business during securities trading hours: 15 Briefly describe your duties relating to the other business: Investment Advisor Representative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-23 |
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