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

Jun 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

4

Exams

S66

First exam

Sep 14, 2020

First registration

Sep 28, 2020

Dual registered

no

Other names

SERGIO ORTIZ

IAPD individual key

7191295

• Occurred

  Oct 27, 2023
  Advisor changed firm

  Sergio Villa Ortiz left United Capital Financial Advisors for Meridian Wealth Management, Llc (registered 2023-09-28)

  Form ADVobserved 4 days ago
• Occurred

  Jun 1, 2022
  Advisor changed firm

  Sergio Villa Ortiz left Northwestern Mutual Investment Services,Llc for United Capital Financial Advisors (registered 2022-07-20)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d3ab442d-19fe-cfd1-fe39-7018d6abb2f1

First observed

Sep 28, 2020

Last observed

Sep 15, 2026 4 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.