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Current Employers
Meridian Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
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
  • TN RA
    APPROVED
    Since 2026-05-11
  • FL RA
    APPROVED
    Since 2025-05-05
  • KY RA
    APPROVED
    Since 2025-02-14
  • TX RA
    APPROVED_RES
    Since 2025-01-24

Branch Locations

Nashville, TN • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2025 → Present
    Lexington, KY
  • 03/2023 → 12/2023
    University Of Houston
    Houston, TX
  • 01/2019 → 03/2023
    University Of Houston
    Houston, TX
  • 02/2018 → 01/2019
    Fordham University
    Bronx, NY
  • 06/2017 → 02/2018
    West Virginia University
    Morgantown, WV
  • 01/2015 → 06/2017
    West Virginia University
    Morgantown, WV
  • 12/2023 → 01/2025
    Unemployed
    Lexington, KY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-14
S66 Uniform Combined State Law Examination 2024-10-16
  • S65 Uniform Investment Adviser Law Examination
    2025-02-14
  • S66 Uniform Combined State Law Examination
    2024-10-16

View on SEC IAPD

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