Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 W Main Street Suite 450, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-08-29 |
Branch Locations
3835 Pga Blvd. Suite 205, Palm Gardens, FL 33410 • United States
100 W Main Street Suite 450, Lexington, KY 40507 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metropolitan Life Insurance Company | New York | NY | 12/2005 | 02/2019 |
| Metlife Securities, Inc | New York | NY | 12/2005 | 02/2019 |
| Mml Investors Services, Llc | New York | NY | 03/2017 | 02/2019 |
| The Prudential Insurance Company Of America | East Brunswick | NJ | 02/2019 | 04/2022 |
| Pruco Securities, Llc | East Brunswick | NJ | 02/2019 | 04/2022 |
| Meridian Wealth Management, Llc | Lexington | KY | 05/2022 | Present |
MERIDIAN INSURANCE LLC; LEXINGTON/KY; INSURANCE PRODUCER; START DATE: 05/2022; LIFE INSURANCE AND ANNUITY SALES; INVESTMENT RELATED; DEVOTE ABOUT 5 HOURS/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: LIFE INSURANCE AND FIXED ANNUITY SALES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-28 |
Reach out to this advisor