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Advisor at MERIDIAN WEALTH ADVISORS, LLC
AUSTIN, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MERIDIAN WEALTH ADVISORS, LLC | Independent wealth | Mar 6, 2025 | n/a | yes | AUSTIN, TX | Current employment |
| DIMENSIONAL FUND ADVISORS LP | Asset manager | Mar 27, 2017 | Feb 18, 2025 | no | AUSTIN, TX | Previous registration |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Jul 15, 2013 | Mar 2, 2017 | no | AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | MERIDIAN WEALTH ADVISORS, LLC | Feb 18, 2025 | Mar 6, 2025 | 16 | Firm change | Other |
| RAYMOND JAMES & ASSOCIATES, INC. | DIMENSIONAL FUND ADVISORS LP | Mar 2, 2017 | Mar 27, 2017 | 25 | Firm change | Other |