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Joshua David Henry

Meridian Financial Advisory LLC

Murrells Inlet, SC

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Current Employers
Meridian Financial Advisory Llc

Murrells Inlet, SC • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-01-01
MA RA APPROVED 2022-08-03
  • SC RA
    APPROVED
    Since 2025-01-01
  • MA RA
    APPROVED
    Since 2022-08-03

Branch Locations

Murrells Inlet, SC • 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
Meridian Financial Advisory Llc Murrells Inlet SC 04/2017 Present
Self Employed Murrells Inlet SC 01/2013 04/2017
Bay Path University Longmeadow MA 08/2018 06/2019
  • 04/2017 → Present
    Meridian Financial Advisory Llc
    Murrells Inlet, SC
  • 01/2013 → 04/2017
    Self Employed
    Murrells Inlet, SC
  • 08/2018 → 06/2019
    Bay Path University
    Longmeadow, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-13
  • S65 Uniform Investment Adviser Law Examination
    2017-03-13
Designations
Other Names
  • Joshua Henry

View on SEC IAPD

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