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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 | Jun 21, 2019 | n/a | yes | AUSTIN, TX | Current employment |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Mar 14, 2011 | Jul 26, 2019 | no | AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | MERIDIAN WEALTH ADVISORS, LLC | Jul 26, 2019 | Jun 21, 2019 | -35 | Firm change after gap | Wirehouse to RIA |