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Current Employers
Meridian Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-10-09
GA RA APPROVED 2024-09-20
CO RA APPROVED 2024-06-28
NC RA APPROVED 2024-06-28
  • AZ RA
    APPROVED
    Since 2024-10-09
  • GA RA
    APPROVED
    Since 2024-09-20
  • CO RA
    APPROVED
    Since 2024-06-28
  • NC RA
    APPROVED
    Since 2024-06-28

Branch Locations

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

Boulder, CO • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Knowledge Leaders Capital Denver CO 08/2009 01/2022
Lido Advisors, Llc Boulder CO 01/2022 06/2024
Meridian Wealth Management, Llc Boulder CO 06/2024 Present
  • 08/2009 → 01/2022
    Knowledge Leaders Capital
    Denver, CO
  • 01/2022 → 06/2024
    Lido Advisors, Llc
    Boulder, CO
  • 06/2024 → Present
    Boulder, CO
Previous Registrations
  • 2022-02-04 → 2024-08-28
    Los Angeles, CA
    Broomfield, CO
    Boulder, CO
  • 2021-11-22 → 2024-04-10
    Knowledge Leaders Capital, Llc
    Denver, CO
Other Businesses

GALLOPINGGOOSE, LLC created for tax purposes, sole owner, 2 hours per month, non-investment related

Designations
Other Names
  • Bryce Coward

View on SEC IAPD

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Other Investors

Other Offices

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