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RIA / WealthAdvisor39 years in industry

LESLIE S RION

Advisor at MERIDIAN WEALTH MANAGEMENT, LLC

LEXINGTON, KY

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 22, 2004 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MERIDIAN WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 3, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Apr 3, 1987
First registration: Mar 22, 2004
Dual registered: no
Other names: LESLIE RENEE SHAMBURGER|LESLIE SNARR|LESLIE RENNE SHAMBURGER|LESLIE RENEE SNARR
IAPD individual key: 1463995

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MERIDIAN WEALTH MANAGEMENT, LLC	Independent wealth	Apr 3, 2015	n/a	yes	LEXINGTON, KY	Current employment
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Mar 15, 2012	Mar 11, 2015	no	LEXINGTON, KY	Previous registration
LEXINGTON INVESTMENT COMPANY, INC.	n/a	Mar 23, 2006	Jan 10, 2012	no	LEXINGTON, KY\|LEXINGTON, KY	Previous registration
MORGAN KEEGAN & COMPANY, LLC	Former SEC adviser	Mar 22, 2004	Mar 25, 2004	no	LEXINGTON, KY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ADVICE AND PLANNING SERVICES	MERIDIAN WEALTH MANAGEMENT, LLC	Mar 11, 2015	Apr 3, 2015	23	Firm change	Other
LEXINGTON INVESTMENT COMPANY, INC.	ADVICE AND PLANNING SERVICES	Jan 10, 2012	Mar 15, 2012	65	Firm change	Other
MORGAN KEEGAN & COMPANY, LLC	LEXINGTON INVESTMENT COMPANY, INC.	Mar 25, 2004	Mar 23, 2006	728	Firm change after gap	Other

Relationships

Registered with (4)

→ MERIDIAN WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Apr 3, 2015 to presentfactForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Mar 15, 2012 to Mar 11, 2015factForm ADV
→ LEXINGTON INVESTMENT COMPANY, INC.Registered adviserregistration: previous registration
Mar 23, 2006 to Jan 10, 2012factForm ADV
→ MORGAN KEEGAN & COMPANY, LLCRegistered adviserregistration: previous registration
Mar 22, 2004 to Mar 25, 2004factForm ADV

Dated events

No dated event names this entity yet.