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Current Employers
Meridian Wealth Management, Llc

100 W Main Street Suite 450, Lexington, KY 40507 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-30
CT RA APPROVED 2024-01-10
AZ RA APPROVED 2023-06-26
  • CA RA
    APPROVED
    Since 2025-10-30
  • CT RA
    APPROVED
    Since 2024-01-10
  • AZ RA
    APPROVED
    Since 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

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2021 → 05/2022
    Dominos Pizza
    Flagstaff, AZ
  • 05/2021 → 08/2021
    Alpha Squared Capital
    Scottsdale, AZ
  • 06/2021 → 08/2021
    Container Store
    Phoenix, AZ
  • 08/2020 → 05/2021
    Grimaldis Pizzeria
    Flagstaff, AZ
  • 08/2022 → 05/2023
    Flagstaff, AZ
  • 05/2019 → 07/2021
    Tucson Jewish Community Center
    Tuscon, AZ
  • 08/2014 → 05/2021
    Tuscon Jewish Community Center
    Tucson, AZ
  • 08/2012 → 08/2019
    Student
    Tuscon, AZ
  • 05/2023 → Present
    Tucson, AZ
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-13
  • S65 Uniform Investment Adviser Law Examination
    2023-06-13

View on SEC IAPD

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