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100 W Main Street Suite 450, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-01-01 |
| MS | RA | APPROVED | 2025-01-01 |
| LA | RA | APPROVED | 2023-08-23 |
| TX | RA | APPROVED | 2023-08-23 |
Branch Locations
2090 Woodrow St, Mandeville, LA 70471 • United States
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 |
|---|---|---|---|---|
| Steven Dugal | Metairie | LA | 10/2015 | 12/2017 |
| Northwestern Mutual Investment Services, Llc | Metairie | LA | 02/2017 | 02/2018 |
| Paul Hodge | Metairie | LA | 01/2018 | 10/2019 |
| Northwestern Mutual Investments Services Inc | Mandeville | LA | 09/2019 | 08/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2019 | 08/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2020 | 08/2023 |
| Meridian Wealth Management, Llc | Mandeville | LA | 08/2023 | Present |
1) Varsity Wealth, Investment Related, Mandeville, LA, DBA for fixed insurance and office expense overhead, DBA for Investment Advisory Business through MWM. Insurance Agent, IAR, Start Date: 8.23.2023 , 160 hours per month devoted, 160 hours per month devoted during securities trading, Sales of fixed insurance products, DBA for Investment Advisory Business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-18 |
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