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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 | Jan 3, 2018 | n/a | yes | AUSTIN, TX | Current employment |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Sep 26, 1996 | Dec 31, 2017 | no | AUSTIN, TX|LLANO, TX|AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | MERIDIAN WEALTH ADVISORS, LLC | Dec 31, 2017 | Jan 3, 2018 | 3 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 705:282609:TX:2017-12-31 | Dec 31, 2017 | Jan 3, 2018 | AUSTIN, TX | Firm change |