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100 W Main Street Suite 450, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-12-21 |
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 |
|---|---|---|---|---|
| Greenbrier Golf And Country Club | Lexington | KY | 10/2018 | 09/2023 |
| The Jockey Club | Lexington | KY | 06/2023 | 07/2023 |
| Keeneland Association | Lexington | KY | 08/2023 | 05/2024 |
| Meridian Wealth Management, Llc | Lexington | KY | 10/2024 | Present |
| Morehead State University | Morehead | KY | 08/2020 | 05/2024 |
| Lexington Christian Academy | Lexington | KY | 08/2016 | 06/2020 |
| Southern Tide | Greenville | SC | 09/2021 | Present |
Southern Tide, non investment-related activity, 320 Falls Street Suite F Greenville, SC, Ambassador, Start date: 09/2021 to present, approx. 2 hours per month, promotional social media engagement
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-21 |
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