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Advisor at MERIDIAN WEALTH MANAGEMENT, LLC
MANDEVILLE, LA | 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 | Aug 24, 2023 | n/a | yes | LEXINGTON, KY|MANDEVILLE, LA | Current employment |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | No RAUM reported | Dec 15, 2014 | Sep 8, 2023 | no | METAIRIE, LA|Mandeville, LA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | MERIDIAN WEALTH MANAGEMENT, LLC | Sep 8, 2023 | Aug 24, 2023 | -15 | Firm change | Other |