Joseph Ignacio Manzo

Current Employers

Principal Securities, Inc.

711 High Street, Des Moines, IA 50392 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-06-18
CA	RA	APPROVED	2010-07-20

TX RA
APPROVED_RES

Since 2021-06-18
CA RA
APPROVED

Since 2010-07-20

Branch Locations

Roseville, CA • United States

2998 Douglas Blvd Ste 330, Roseville, CA 95661 • United States

Hutto, TX • 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

Organization	City	State	From	To
Principal Securities	Roseville	CA	03/2016	Present
Principal Life Insurance	Roseville	CA	12/2016	Present
J.M. Wealth Management And Insurance Services	Roseville	CA	08/2021	03/2022
Meridian Wealth Management And Insurance Solutions, Llc	Roseville	CA	10/2022	11/2023
Meridian Wealth Management And Insurance Services	Roseville	CA	11/2023	Present

03/2016 → Present

Principal Securities

Roseville, CA
12/2016 → Present

Principal Life Insurance

Roseville, CA
08/2021 → 03/2022

J.M. Wealth Management And Insurance Services

Roseville, CA
10/2022 → 11/2023

Meridian Wealth Management And Insurance Solutions, Llc

Roseville, CA
11/2023 → Present

Meridian Wealth Management And Insurance Services

Roseville, CA

Previous Registrations

2009-08-18 → 2010-07-14

Waddell & Reed

Sacramento, CA

Other Businesses

***MEDICAL INSURANCE, SELLING GROUP MEDICAL INSURANCE, 4/4/12. ***OUTSIDE INSURANCE. 7/16/14. SELLING FIXED LIFE, FIXED ANNUITIES, LTC, DI AND HEALTH INSURANCE THROUGH VARIOUS CARRIERS. ***Manzo Financial; Not Investment Related; Roseville, CA; Owner; Sole proprietorship, pass through entity to pay business expenses and tax purposes.; Start Date: 07/07/2020; na hrs per month; na during trading hours. ***MERIDIAN WEALTH MANAGMENT AND INSURANCE SERVICES POSITION: Meridian Wealth Managment and Insurance Services NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 260 SECURITIES TRADING HOURS: 100 START DATE: 04/25/2024 ADDRESS: 1478 Stone Point Drive, Suite 390, Roseville CA 95661, United States DESCRIPTION: The oba is a name change for my business, all services offered as an adviser will be offered under the OBA. New name of OBA Meridian Wealth Managment and Insurance Services

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-08-13
S63	Uniform Securities Agent State Law Examination	2009-07-10

S65 Uniform Investment Adviser Law Examination

2009-08-13
S63 Uniform Securities Agent State Law Examination

2009-07-10

View on SEC IAPD