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

Mar 7, 1986earliest registration or exam on IAPD

Years in industry

40derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Mar 7, 1986

First registration

Jul 3, 2002

Dual registered

no

Other names

PATTY MORGENTHAL BREEZE|PATRICIA MORGENTHAL BRIDGEWATER|MAXINE PATRICIA MORGENTHAL BREEZE

IAPD individual key

1031412

• Occurred

  Mar 16, 2026
  Advisor changed firm

  Patricia Morgenthal Breeze left Accurate Wealth Management, Llc for Meridian Wealth Management, Llc (registered 2026-03-16)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cd431f50-b74b-2e19-b3f1-4225f9c9f1af

First observed

Jul 3, 2002

Last observed

Sep 15, 2026 5 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.