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Account
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100 W Main Street Suite 450, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2023-10-20 |
| FL | RA | APPROVED | 2023-10-11 |
| AZ | RA | APPROVED | 2023-10-04 |
| AK | RA | APPROVED | 2023-09-28 |
| CA | RA | APPROVED | 2023-09-28 |
| CO | RA | APPROVED | 2023-09-28 |
| CT | RA | APPROVED | 2023-09-28 |
| HI | RA | APPROVED | 2023-09-28 |
| KS | RA | APPROVED | 2023-09-28 |
| MD | RA | APPROVED | 2023-09-28 |
| MN | RA | APPROVED | 2023-09-28 |
| OR | RA | APPROVED | 2023-09-28 |
| TX | RA | APPROVED | 2023-09-28 |
| WA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 01/2006 | 03/2017 |
| United Capital Financial Advisers | Tuscon | AZ | 03/2017 | 09/2023 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 10/2016 | 03/2017 |
| Meridian Wealth Management | Tucson | AZ | 09/2023 | Present |
10/2023 Desert Sky Wealth Partners, LLC created for tax purposes, sole owner, 2 hours per month, non-investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-02-01 |
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