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.

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

Feb 1, 2005earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

May 7, 2005

First registration

May 30, 2005

Dual registered

no

Other names

HENRY J LESSNER

IAPD individual key

4918075

• Occurred

  May 16, 2022
  Advisor changed firm

  Henry Joseph Lessner left Southport Capital for Meridian Wealth Management, Llc (registered 2022-05-03)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:63162329-d6ba-30bf-65a4-b8b2985e1633

First observed

May 30, 2005

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.