DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)39 years in industry

PATRICIA FAYE MEIDELL

Advisor at AMERICAN WEALTH MANAGEMENT

RENO, NV

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f636d763-cf4b-43d6-993d-8fd1cbe1f672

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 11, 1996 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: AMERICAN WEALTH MANAGEMENT
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 25, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 18derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jun 25, 1987
First registration: Jul 11, 1996
Dual registered: yes, broker-dealer
Other names: PATRICIA MEIDELL WALKER
IAPD individual key: 331254

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
AMERICAN WEALTH MANAGEMENT	Independent wealth	Sep 4, 2008	n/a	yes	RENO, NV	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 8, 2009	Mar 9, 2011	no	RENO, NV	Previous registration
ASSOCIATED SECURITIES CORP.	n/a	Aug 3, 2004	Sep 8, 2009	no	BOSTON, MA\|RENO, NV	Previous registration
AMERICAN WEALTH MANAGEMENT	Independent wealth	May 12, 2004	Jul 13, 2004	no	RENO, NV	Previous registration
AMERICAN WEALTH MANAGEMENT	Independent wealth	Feb 6, 1998	Dec 31, 2002	no	RENO, NV	Previous registration
ASSOCIATED PLANNERS INVESTMENT ADVISORY INC	n/a	Jul 11, 1996	Oct 13, 2009	no	RENO, NV	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	n/a	Mar 9, 2011	n/a	n/a	Departure no registered destination	Departure
ASSOCIATED PLANNERS INVESTMENT ADVISORY INC	AMERICAN WEALTH MANAGEMENT	Oct 13, 2009	Feb 6, 1998	-4,267	Firm change after gap	Other
ASSOCIATED SECURITIES CORP.	AMERICAN WEALTH MANAGEMENT	Sep 8, 2009	Sep 4, 2008	-369	Firm change after gap	Other
AMERICAN WEALTH MANAGEMENT	ASSOCIATED SECURITIES CORP.	Jul 13, 2004	Aug 3, 2004	21	Firm change	Other

Relationships

Registered with (4)

→ AMERICAN WEALTH MANAGEMENTRegistered adviserregistration: previous registration
May 12, 2004 to Jul 13, 2004factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 8, 2009 to Mar 9, 2011factForm ADV
→ ASSOCIATED PLANNERS INVESTMENT ADVISORY INCRegistered adviserregistration: previous registration
Jul 11, 1996 to Oct 13, 2009factForm ADV
→ ASSOCIATED SECURITIES CORP.Registered adviserregistration: previous registration
Aug 3, 2004 to Sep 8, 2009factForm ADV

Dated events

No dated event names this entity yet.