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100 W Main Street Suite 450, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-05-11 |
| FL | RA | APPROVED | 2025-05-05 |
| KY | RA | APPROVED | 2025-02-14 |
| TX | RA | APPROVED_RES | 2025-01-24 |
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 | 01/2025 | Present |
| University Of Houston | Houston | TX | 03/2023 | 12/2023 |
| University Of Houston | Houston | TX | 01/2019 | 03/2023 |
| Fordham University | Bronx | NY | 02/2018 | 01/2019 |
| West Virginia University | Morgantown | WV | 06/2017 | 02/2018 |
| West Virginia University | Morgantown | WV | 01/2015 | 06/2017 |
| Unemployed | Lexington | KY | 12/2023 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-14 |
| S66 | Uniform Combined State Law Examination | 2024-10-16 |
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