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100 W Main Street Suite 450, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-21 |
| KY | RA | APPROVED | 2020-09-22 |
Branch Locations
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 |
|---|---|---|---|---|
| Russell Capital Management, Llc | Lexington | KY | 11/2013 | 09/2020 |
| Meridian Wealth Management, Llc | Lexington | KY | 09/2020 | Present |
1. STABLE OF MEMORIES; LEXINGTON/KY; BOARD MEMBER; START DATE: 01/2008; NONPROFIT ORGANIZATION DEDICATED TO PROTECTING AND PRESERVING THE ROUND BARN AND STANDARDBRED MEMORABILIA; NON-INVESTMENT RELATED; DEVOTE ABOUT 1 HOUR/MONTH AND ALL ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: GENERAL BOARD MEMBER DUTIES 2. THE KENTUCKY HORSE PARK FOUNDATION; LEXINGTON/KY; BOARD MEMBER; START DATE: 01/2008; NONPROFIT ORGANIZATION DEDICATED TO ENHANCING, EXPANDING, AND IMPROVING THE KENTUCKY HORSE PARK; NON-INVESTMENT RELATED; DEVOTE ABOUT 2 HOURS/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: GENERAL BOARD MEMBER DUTIES, SIT ON FINANCE COMMITTEE 3. JS MANAGEMENT LLC; VERO BEACH, FL; MANAGING MEMBER; START DATE: 08/2020; FOR BUSINESS TAX PURPOSES OF INVESTMENT ADVISORY BUSINESS; NON-INVESTMENT RELATED; DEVOTE ABOUT 2 HOURS/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: KEEPING UP WITH MONTHLY INCOME AND EXPENSES FOR TAX PURPOSES 4. KERAGENIX BIOTECH AG; HERGISWIL, SWITZERLAND; SHAREHOLDER - NO POSITION AT COMPANY; 07/2026; NON-INVESTMENT RELATED; 1 HOUR/ MONTH AND ZERO ARE DURING SECURITY TRADING HOURS; NO DUTIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-27 |
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