Best Investors Account Sign in
Current Employers
Meridian Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-05-17
  • GA RA
    APPROVED
    Since 2022-05-17

Branch Locations

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

Grovetown, GA • United States

Disclosures

1 disclosure category 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Livingston Group Asset Management Company Atlanta GA 02/2010 04/2022
Meridian Wealth Management, Llc Lexington KY 05/2022 Present
Previous Registrations
  • 2010-03-10 → 2022-05-16
    Southport Capital
    Chattanooga, TN
  • 2004-09-27 → 2010-02-17
    Savannah, GA
    Atlanta, GA
    Atlanta, GA
Other Businesses

1.CMI REALTY ASSOCIATES, INC; MARIETTA/GA; MANAGING DIRECTOR; START DATE: 10/2005; REAL ESTATE (TO HOLD THE LICENSES OF TWO AGENTS, BOTH OF WHOM ARE NOW INACTIVE); NON-INVESTMENT RELATED; DEVOTE ABOUT 1 HOUR/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: MINIMUM DUTIES NOW THAT BUSINESS IS MORE OR LESS INACTIVE, FILING THE ANNUAL REGISTRATION 2.CHARTER MANAGEMENT INC; MARIETTA/GA; SOLE OWNER; START DATE: 09/2014; HOLDS INTEREST IN CMI REALTY GROUP AND CMI REALTY ASSOCIATES, ALSO USED FOR BUSINESS TAX PURPOSES OF INVESTMENT ADVISORY BUSINESS; NON-INVESTMENT RELATED; DEVOTE ABOUT 8 HOURS/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: KEEPING UP WITH MONTHLY INCOME AND EXPENSES FOR TAX PURPOSES 3.CMI REALTY GROUP, LLC; MARIETTA/GA; MANAGING DIRECTOR; START DATE: 02/2018; REAL ESTATE; NON-INVESTMENT RELATED; DEVOTE ABOUT 6 HOURS/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: EVALUATING REAL ESTATE PROPERTIES AND ACTING AS A BROKER IF PURCHASED FOR MY ACCOUNT OR FOR FAMILY MEMBERS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1991-12-16
S63 Uniform Securities Agent State Law Examination 1980-02-01
  • S65 Uniform Investment Adviser Law Examination
    1991-12-16
  • S63 Uniform Securities Agent State Law Examination
    1980-02-01
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Lexington, KY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor