Meredith Richardson

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2026-03-05

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Green Valley Pool And Tennis Club	Greensboro	NC	05/2016	08/2018
Starmount Forest Country Club	Greensboro	NC	05/2019	08/2020
Blue Reef / Let's Sail	Carolina Beach	NC	05/2021	08/2021
Taylor's Heat And Air Llc	Carolina Beach	NC	06/2021	07/2021
Fidelity Investments	Covington	KY	09/2022	07/2024
Caldwell Academy	Greensboro	NC	08/2011	05/2018
University Of Kentucky	Lexington	KY	08/2018	05/2022
Unemployed	Greensboro	NC	05/2022	09/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Charlotte	NC	07/2024	02/2026
Wells Fargo Clearing Services, Llc	Charlotte	NC	02/2026	Present

05/2016 → 08/2018

Green Valley Pool And Tennis Club

Greensboro, NC
05/2019 → 08/2020

Starmount Forest Country Club

Greensboro, NC
05/2021 → 08/2021

Blue Reef / Let's Sail

Carolina Beach, NC
06/2021 → 07/2021

Taylor's Heat And Air Llc

Carolina Beach, NC
09/2022 → 07/2024

Fidelity Investments

Covington, KY
08/2011 → 05/2018

Caldwell Academy

Greensboro, NC
08/2018 → 05/2022

University Of Kentucky

Lexington, KY
05/2022 → 09/2022

Unemployed

Greensboro, NC
07/2024 → 02/2026

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Charlotte, NC
02/2026 → Present

Wells Fargo Clearing Services, Llc

Charlotte, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-10-01
S63	Uniform Securities Agent State Law Examination	2023-03-14