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Meridian Passage CRD 334704
$3.70M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Phoenix, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-05-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Circle Amg, Llc | Phoenix | AZ | 07/2018 | 06/2024 |
| Sunchase Holdings, Inc. | Scottsdale | AZ | 08/2010 | 06/2018 |
| Courtyard Advisors, Llc | Phoenix | AZ | 11/2020 | 12/2024 |
| Terranova Capital Equities, Inc. | New York | NY | 01/2021 | 11/2023 |
| University Of Wisconsin - Madison | Madison | WI | 01/2024 | Present |
| Meridian Passage | Phoenix | AZ | 01/2025 | Present |
| Rhythm Beverage Group | Phoenix | AZ | 01/2020 | 01/2024 |
Agave Pay, Inc. This business is not investment-related. The address is 5665 N. Scottsdale Road, Suite 120, Scottsdale, AZ, 85250. The business is a payment processing and gateway company. I have served as a Director of the Company since June 2016 advising on corporate strategy and devote approximately 5 hours per quarter to the business and receive a fee on a quarterly basis as compensation.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-05-19 |
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