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100 W Main Street Suite 450, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2020-08-21 |
Branch Locations
5210 East Williams Circle, Suite 820, Tucson, AZ 85711 • United States
100 W Main Street Suite 450, Lexington, KY 40507 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greenberg Financial Group | Tucson | AZ | 05/2006 | 02/2020 |
| Meridian Wealth Management, Llc | Lexington | KY | 02/2020 | Present |
1. MERIDIAN WEALTH MANAGEMENT WEST, LLC; TUCSON/AZ; MANAGING MEMBER; START DATE: 01/2020; A SUBSIDIARY OF MERIDIAN WEALTH MANAGEMENT FOR TUCSON OFFICE; INVESTMENT RELATED; DEVOTE ABOUT 5 HOURS/MONTH AND ALL ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: SUBSIDIARY OF MERIDIAN WEALTH MANAGEMENT, LLC 2. NFR HOLDINGS, LLC; TUCSON/AZ; MANAGING MEMBER; START DATE: 01/2020; HOLDING COMPANY/PART OWNER OF MERIDIAN WEALTH MANAGEMENT WEST, LLC; NON-INVESTMENT RELATED; DEVOTE ABOUT 1 HOUR/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: PART OWNER OF MERIDIAN WEALTH MANAGEMENT WEST, LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-14 |
| S66 | Uniform Combined State Law Examination | 2005-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1982-03-30 |
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