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Current Employers
Meridian Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2023-05-06
  • KY RA
    APPROVED
    Since 2023-05-06

Branch Locations

100 W Main Street Suite 320, Lexington, KY 40507 • United States

100 W Main Street Suite 450, Lexington, KY 40507 • 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 Wealth Management, Llc Lexington KY 06/2022 Present
Meridian Wealth Management, Llc Lexington KY 03/2021 01/2022
Grubhub Lexington KY 05/2020 05/2022
Ubereats Lexington KY 05/2020 05/2022
Donatos Lexington KY 06/2020 08/2021
Clean Sweep Car Wash Lexington KY 05/2020 07/2020
University Of Kentucky Office Of Philanthropy Lexington KY 05/2017 08/2017
University Of Kentucky Lexington KY 08/2016 05/2020
  • 06/2022 → Present
    Lexington, KY
  • 03/2021 → 01/2022
    Lexington, KY
  • 05/2020 → 05/2022
    Grubhub
    Lexington, KY
  • 05/2020 → 05/2022
    Ubereats
    Lexington, KY
  • 06/2020 → 08/2021
    Donatos
    Lexington, KY
  • 05/2020 → 07/2020
    Clean Sweep Car Wash
    Lexington, KY
  • 05/2017 → 08/2017
    University Of Kentucky Office Of Philanthropy
    Lexington, KY
  • 08/2016 → 05/2020
    University Of Kentucky
    Lexington, KY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-06
  • S65 Uniform Investment Adviser Law Examination
    2023-05-06
Designations

View on SEC IAPD

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