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Advisor at FOUNDRY FINANCIAL LLC
PASADENA, CA | Covington, LA | Mandeville, LA
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 |
|---|---|---|---|---|---|---|
| FOUNDRY FINANCIAL LLC | Independent wealth | Feb 12, 2025 | n/a | yes | Covington, LA|PASADENA, CA|Mandeville, LA | Current employment |
| MERIDIAN WEALTH MANAGEMENT, LLC | Independent wealth | Sep 20, 2023 | Feb 7, 2025 | no | LEXINGTON, KY|Mandeville, LA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERIDIAN WEALTH MANAGEMENT, LLC | FOUNDRY FINANCIAL LLC | Feb 7, 2025 | Feb 12, 2025 | 5 | Firm change | RIA to RIA |