DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MERIDIAN WEALTH MANAGEMENT
GIG HARBOR, WA
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 MANAGEMENT | Independent wealth | Dec 5, 2016 | n/a | yes | GIG HARBOR, WA | Current employment |
| COLUMBIA RIVER ADVISORS | Independent wealth | Aug 21, 2014 | Feb 16, 2017 | no | BELLEVUE, WA | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Aug 8, 2007 | Jan 14, 2014 | no | Bellevue, WA | Previous registration |
| A. G. EDWARDS & SONS, INC. | n/a | Jul 24, 2006 | Jul 16, 2007 | no | SEATTLE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COLUMBIA RIVER ADVISORS | MERIDIAN WEALTH MANAGEMENT | Feb 16, 2017 | Dec 5, 2016 | -73 | Firm change after gap | Other |
| CHARLES SCHWAB & CO., INC. | COLUMBIA RIVER ADVISORS | Jan 14, 2014 | Aug 21, 2014 | 219 | Firm change | Other |
| A. G. EDWARDS & SONS, INC. | CHARLES SCHWAB & CO., INC. | Jul 16, 2007 | Aug 8, 2007 | 23 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 154571:285853:WA:2017-02-16 | Feb 16, 2017 | Dec 5, 2016 | BELLEVUE, WA | Firm change after gap |