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100 W Main Street Suite 450, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-30 |
| CT | RA | APPROVED | 2024-01-10 |
| AZ | RA | APPROVED | 2023-06-26 |
Branch Locations
5210 East Williams Circle Suite 820, Tucson, AZ 85711 • 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 |
|---|---|---|---|---|
| Dominos Pizza | Flagstaff | AZ | 08/2021 | 05/2022 |
| Alpha Squared Capital | Scottsdale | AZ | 05/2021 | 08/2021 |
| Container Store | Phoenix | AZ | 06/2021 | 08/2021 |
| Grimaldis Pizzeria | Flagstaff | AZ | 08/2020 | 05/2021 |
| Meridian Wealth Management, Llc | Flagstaff | AZ | 08/2022 | 05/2023 |
| Tucson Jewish Community Center | Tuscon | AZ | 05/2019 | 07/2021 |
| Tuscon Jewish Community Center | Tucson | AZ | 08/2014 | 05/2021 |
| Student | Tuscon | AZ | 08/2012 | 08/2019 |
| Meridian Wealth Management, Llc | Tucson | AZ | 05/2023 | Present |
1. Contributing Author, Seeking Alpha, market and economy articles, investment related, independent from MWM, 15 hrs. per month 2. TUCSON YOUNG PROFESSIONALS; BOARD MEMBER; NON PROFIT ORGANIZATION; NON-INVESTMENT RELATED; 2 HOURS PER WEEK, 0 OF WHICH ARE DURING TRADING HOURS; DUTIES INCLUDE HELPING PLAN EVENTS, GIVING FEEDBACK, RECRUITING MEMBERS 3. NAU HONORS COLLEGE ADVISORY BOARD; BOARD MEMBER; EDUCATIONAL ADVISEMENT; NON-INVESTMENT RELATED; 3 HOURS PER QUARTER, 0 OF WHICH ARE DURING TRADING HOURS; DUTIES INCLUDE SHARING OPINIONS, GIVING IDEAS, AND IMPROVING THE SCHOOL 4. SOUTHERN ARIZONA EDUCATION COUNCIL; BOARD TREASURER; NON PROFIT/EDUCATION; NON-INVESTMENT RELATED; APPROXIMATELY 2 HOURS PER MONTH, 0 OF WHICH ARE DUING TRADING HOURS; DUTIES INCLUDE REVIEWING BALANCE SHEETS, ATTENDING MEETINGS, AND SHARING FINANCIAL INSIGHTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-13 |
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