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100 W Main Street Suite 450, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-03-16 |
| TX | RA | APPROVED | 2026-03-16 |
Branch Locations
2365 Harrodsburg Road, Suite A240, Lexington, KY 40504 • 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 |
|---|---|---|---|---|
| Seacure Advisors Llc | Sarasota | FL | 01/2015 | 09/2021 |
| Accurate Wealth Management, Llc | Wesley Chapel | FL | 09/2021 | 03/2026 |
| Meridian Wealth Management, Llc | Lexington | KY | 03/2026 | Present |
Breeze Financial LLC - Managing Member (only Member) Insurance and Employee Benefits co. - 219 E. High St.; Lexington, KY 40503 - 3 hours/day during the workday. Began Jan 1, 2004 - Present; non investment related Breeze Rentals - co-owner with husband- Rental properties for income - started 1/1/2005- no work during business hours; 6038 Delaney Ferry Extended; Versailles, KY 40383; non investment related Investment Endeavors LLC - Managing Member - started 1/1/2012- no work during business hours; 6038 Delaney Ferry Extended; Versailles, KY 40383; non investment related Board member of The Nest - Center for Women, Children, and Families; Address - 530 N Limestone, Lexington, KY 40508; lifetime volunteer position; board member since 1998; non investment related; zero trading hours; 1 hour per month Board Member only for Board of Trustees at Transylvania University; Address - 300 N Broadway, Lexington, KY 40508; non-investment related; member volunteer position; May 2025 appointment; 1 hour per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-07 |
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