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Advisor at MERIDIAN WEALTH MANAGEMENT, LLC
LEXINGTON, KY
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, LLC | Independent wealth | Mar 18, 2024 | n/a | yes | LEXINGTON, KY | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 23, 2023 | Mar 20, 2024 | no | LEXINGTON, KY | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 30, 2020 | Jun 1, 2021 | no | LEXINGTON, KY|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MERIDIAN WEALTH MANAGEMENT, LLC | Mar 20, 2024 | Mar 18, 2024 | -2 | Firm change | Wirehouse to RIA |