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Current Employers
Meridian Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2023-10-10
TX RA APPROVED 2023-10-10
  • LA RA
    APPROVED
    Since 2023-10-10
  • TX RA
    APPROVED
    Since 2023-10-10

Branch Locations

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

2090 Woodrow Street, Mandeville, LA 70471 • 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
First Financial Houston TX 11/2013 10/2023
Meridian Wealth Management Mandeville LA 10/2023 Present
  • 11/2013 → 10/2023
    First Financial
    Houston, TX
  • 10/2023 → Present
    Meridian Wealth Management
    Mandeville, LA
Previous Registrations
  • 2023-03-15 → 2023-05-22
    First Financial Securities Of America, Inc.
    Houston, TX
    Covington, LA
  • 2013-11-27 → 2019-02-01
    First Financial Securities Of America, Inc.
    Houston, TX
  • 2012-11-05 → 2013-11-25
    Mandeville, LA
    Ridgeland, MS
  • 2010-07-12 → 2012-10-08
    First Financial Securities Of America, Inc.
    Metairie, LA
    Covington, LA
Other Businesses

FIRST FIN'L CAPITAL CORP.~11811 NORTH FREEWAY SUITE 900, HOUSTON, TX 77060~RECEIVE RENEWAL COMMISSIONS~N~RETIRED EMPLOYEE~1/1989~0 HRS/MO~0 TRADING HRS/MO|ALLIANZ LIFE INS CO OF NORTH AMERICA|AMER HERITAGE LIFE INS CO|AMER UNITED LIFE INS CO|AMERITAS LIFE INS CORP|COLONIAL LIFE & ACCIDENT INS CO|FIDELITY SECURITY LIFE|INTEGRITY LIFE INS CO|KANAWHA INS CO|LIFE INS CO OF THE SOUTHWEST|LINCOLN NAT'L LIFE INS CO|RELIASTAR LIFE INS CO|SUN LIFE ASSURANCE CO OF CANADA (US)|THE|TRANSAMERICA LIFE INS CO

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-04-06
S65 Uniform Investment Adviser Law Examination 2023-03-15
  • S63 Uniform Securities Agent State Law Examination
    2023-04-06
  • S65 Uniform Investment Adviser Law Examination
    2023-03-15

View on SEC IAPD

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