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100 W Main Street Suite 450, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2015-03-06 |
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 | 03/2015 | Present |
1. MERIDIAN INSURANCE LLC; LEXINGTON/KY; INSURANCE PRODUCER; START DATE: 08/2018; LIFE INSURANCE AND ANNUITY SALES; INVESTMENT RELATED; DEVOTE ABOUT 20 HOURS/MONTH AND 20 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: REVIEWING LIFE INSURANCE AND ANNUITY NEEDS FOR CLIENTS 2. STOCKHAM FINANCIAL LLC; LEXINGTON/KY; MANAGING MEMBER; START DATE: 01/2015; S CORP FOR BUSINESS TAX PURPOSES OF INVESTMENT ADVISORY BUSINESS; NON-INVESTMENT RELATED; DEVOTE ABOUT 1 HOUR/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: KEEPING UP WITH MONTHLY INCOME AND EXPENSES FOR TAX PURPOSES 3. SOUTHEASTERN CAL RIPKEN; LEXINGTON/KY; PRESIDENT - BOARD OF DIRECTORS; START DATE: 01/2022; BASEBALL LEAGUE; NON-INVESTMENT RELATED; DEVOTE ABOUT 6 HOURS/MONTH AND NONE ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: HELPING WITH ALL ASPECTS OF A CITY BASEBALL LEAGUE FOR KIDS AGES 4-12 YEARS OLD 4. SAYRE SCHOOL; LEXINGTON/KY; ASSISTANT BASEBALL COACH; START DATE: 02/2022; BASEBALL; NON-INVESTMENT RELATED; DEVOTE ABOUT 30 HOURS/MONTH AND NONE ARE DURING SECURITIES TRADING HOUR; DUTIES INCLUDE: COACHING BASEBALL 5. MAJOR H; START DATE 05/2025; 1 MEMBER OF 4 MEMBER; LEXINGTON/KY; LLC RESTAURANT; NON-INVESTEMENT RELATED; NO COMPENSATION; ZERO HOURS DEVOTED TO THIS ACTIVITY PER MONTH AND ZERO OF THOSE DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-07-23 |
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