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100 W Main Street Suite 450, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2014-02-07 |
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 | 03/2013 | Present |
1. MERIDIAN INSURANCE LLC; LEXINGTON/KY; INSURANCE PRODUCER; START DATE: 08/2018; LIFE INSURANCE AND ANNUITY SALES; INVESTMENT RELATED; DEVOTE ABOUT 5 HOURS/MONTH AND 5 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: ADVISING ON THE REVIEW AND SALE OF INVESTMENT PRODUCTS FOR CLIENTS 2. COUCH HOLDINGS II, LLC; LEXINGTON/KY; MANAGING MEMBER; START DATE: 04/2018; REAL ESTATE INVESTMENT IN A CLOSELY HELD COMPANY; NON-INVESTMENT RELATED; DEVOTE ABOUT 0 HOURS/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: MANAGING AND REVIEWING INVESTMENTS IN CLOSELY HELD BUSINESSES 3. KENTUCKY ALPHA PRISON MINISTRIES, INC.; LEXINGTON, KY; BOARD MEMBER; START DATE: 03/2021; MINISTRY DEDICATED TO THE TEACHINGS OF JESUS CHRIST AND MENTORING INMATES, PROVIDING OPPORTUNITIES FOR ASSIMILATION BACK INTO SOCIETY THROUGH THE FUNDING OF SCHOOLING, JOB PLACEMENT ASSISTANCE, RENT ASSISTANCE, AND FOOD ASSISTANCE; NON-INVESTMENT RELATED; DEVOTE ABOUT 7 HOURS/MONTH AND ALL ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: GENERAL BOARD MEMBER DUTIES, AS WELL AS VOTING ON ALL DISBURSEMENT REQUESTS TO ENSURE MONIES ARE USED FOR THE EXPRESS PURPOSES OF THE MINISTRY'S MISSION 4. COOPER MILLER LLC; LEXINGTON/KY; MANAGING MEMBER; START DATE: 05/2021; PERSONAL INVESTMENT; NON-INVESTMENT RELATED; DEVOTE ABOUT 0 HOURS/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: NONE 5. COOPER BEARING LLC; LEXINGTON/KY; MANAGING MEMBER; START DATE: 02/2015; 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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-07 |
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