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Shawn Anthony Best

Meridian Wealth Management, LLC

Lexington, KY

Tucson, AZ

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Current Employers
Meridian Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-10-04
MN RA APPROVED 2023-09-28
WA RA APPROVED 2023-09-28
  • AZ RA
    APPROVED
    Since 2023-10-04
  • MN RA
    APPROVED
    Since 2023-09-28
  • WA RA
    APPROVED
    Since 2023-09-28

Branch Locations

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

5210 E. Williams Circle Suite 820, Tucson, AZ 85711 • 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
Goldman Sachs Tucson AZ 10/2017 02/2022
Stoker Ostler Wealth Advisers Scottsdale AZ 10/2014 10/2017
Tci Wealth Advisors, Inc. Tucson AZ 03/2022 09/2023
Meridian Wealth Management Tucson AZ 09/2023 Present
  • 10/2017 → 02/2022
    Goldman Sachs
    Tucson, AZ
  • 10/2014 → 10/2017
    Stoker Ostler Wealth Advisers
    Scottsdale, AZ
  • 03/2022 → 09/2023
    Tci Wealth Advisors, Inc.
    Tucson, AZ
  • 09/2023 → Present
    Meridian Wealth Management
    Tucson, AZ
Previous Registrations
Other Businesses

10/2023 Desert Sky Wealth Partners, LLC created for tax purposes, sole owner, 2 hours per month, non-investment related

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-09-11
  • S63 Uniform Securities Agent State Law Examination
    2009-09-11
Designations

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
WEALTH MANAGEMENT OF THE BLUEGRASS, LLC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
INVEST INC.
EAGLE STRATEGIES LLC
LPL ENTERPRISE, LLC
ASIO CAPITAL LLC

Other Investors

MICHAEL JAMES BROWNELL
JASON CHRISTOPHER GRESHAM
JAMES CARL GRAY
MARC ALLEN MOORE
AARON WILLIAM SEYFRIED
CARL LEE JINRIGHT
GEORGE DAVID PIERCE
JAMES MICHAEL THOMPSON

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · LEXINGTON, KY
WEALTH MANAGEMENT OF THE BLUEGRASS, LLC. · LEXINGTON, KY
LPL FINANCIAL LLC · LEXINGTON, KY
CETERA INVESTMENT ADVISERS LLC · LEXINGTON, KY
INVEST INC. · LEXINGTON, KY
EAGLE STRATEGIES LLC · LEXINGTON, KY
LPL ENTERPRISE, LLC · LEXINGTON, KY
LPL FINANCIAL LLC · LEXINGTON, KY

More in Lexington, KY

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