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100 W Main Street Suite 450, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-05-17 |
Branch Locations
100 W Main Street Suite 450, Lexington, KY 40507 • United States
Grovetown, GA • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Livingston Group Asset Management Company | Atlanta | GA | 02/2010 | 04/2022 |
| Meridian Wealth Management, Llc | Lexington | KY | 05/2022 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1980-02-01 |
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