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100 W Main Street Suite 450, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-06 |
| CA | RA | APPROVED | 2023-03-27 |
| KY | RA | APPROVED | 2009-11-06 |
Branch Locations
100 W Main Street Suite 450, Lexington, KY 40507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meridian Wealth Management, Llc | Lexington | KY | 08/2009 | Present |
1. MERIDIAN WEALTH MANAGEMENT WEST, LLC; TUCSON/AZ; PARTNER, MANAGING MEMBER; START DATE: 01/2020; A SUBSIDIARY OF MERIDIAN WEALTH MANAGEMENT, LLC FOR TUCSON OFFICE; INVESTMENT RELATED; DEVOTE ABOUT 12 HOURS/MONTH AND 2 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: GENERAL MANAGERIAL RESPONSIBILITIES 2. MERIDIAN INSURANCE LLC; LEXINGTON/KY; PRINCIPAL, MANAGING MEMBER, INSURANCE PRODUCER; START DATE: 08/2018; LIFE INSURANCE AND ANNUITY SALES; INVESTMENT RELATED; DEVOTE ABOUT 5 HOURS/MONTH AND 5 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: OVERSEEING LIFE INSURANCE, LONG TERM CARE, DISABILITY, AND FIXED ANNUITY BUSINESS 3. COUCH HOLDINGS, LLC; LEXINGTON/KY; MANAGING MEMBER; 06/2013; FAMILY INVESTMENTS, REAL ESTATE; NON-INVESTMENT RELATED; DEVOTE ABOUT 3 HOURS/MONTH AND 3 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: GENERAL MANAGERIAL RESPONSIBILITIES 4. THE ARH FOUNDATION FOR HEALTHIER COMMUNITIES, INC.; LEXINGTON/KY; BOARD MEMBER; START DATE: 05/2013; FUNDRAISING ARM OF THE NOT-FOR-PROFIT APPALACHIAN REGIONAL HEALTHCARE SYSTEM; NON-INVESTMENT RELATED; DEVOTE ABOUT 1 HOUR/MONTH AND ALL ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: BOARD MEETINGS 5. APPALACHIAN REGIONAL HEALTHCARE, INC.; LEXINGTON/KY; SECRETARY/TREASURER BOARD OF TRUSTEES; START DATE: 01/2015; NOT-FOR-PROFIT HEALTH SYSTEM; NON-INVESTMENT RELATED; DEVOTE ABOUT 2 HOURS/MONTH AND ALL ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: BOARD MEETINGS 6. APPHARVEST, INC.; MOREHEAD/KY; BOARD MEMBER; START DATE: 02/2018; AGRICULTURAL COOPERATIVE; NON-INVESTMENT RELATED; DEVOTE ABOUT 1-2 HOURS/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: BOARD MEETINGS 7. LEXINGTON AVIATION PARTNERS, LLC; LEXINGTON/KY; ORGANIZER, MANAGING MEMBER; START DATE: 11/2020; PRIVATE PLANE; NON-INVESTMENT RELATED; DEVOTE ABOUT 1 HOUR/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: GENERAL MANAGERIAL RESPONSIBILITIES 8. COUCH AVIATION HOLDINGS, LLC; LEXINGTON/KY; ORGANIZER, MANAGING MEMBER; START DATE: 08/2020; PRIVATE PLANE; NON-INVESTMENT RELATED; DEVOTE ABOUT 1 HOUR/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: GENERAL MANAGERIAL RESPONSIBILITIES 9. ShOWDOWN LEX LEXINGTON, KY, MANAGER/INVESTOR 9.2022 NON INVESTMENT RELATED, 0 HOURS PER MONTH 10. AGAVE INVESTMENT LLC LEXINGTON, KY MEMBER 9.2022 GENERAL MANAGERIAL DUTIES NON-INVESTMENT RELATED 4 HOURS PER MONTH 11. KENTUCKY BOURBON PARTNERS LLC LEXINGTON, KY ORGANIZER 9.2022 NON-INVESTMENT RELATED GENERAL MANAGERIAL 1.5 HOURS PER MONTH 12. LIMESTONE FARMS A DISTILLERY, LEXINGTON, KY MEMBER/INVESTOR 9.2022 NON-INVESTMENT RELATED 1.5 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-27 |
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