DFX Intelligence
Advisors
Advisors registered through Meridian Wealth Management, LLCAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
58 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Mason David Stockham Certified Financial Planner | Meridian Wealth Management, LLC independent RIA | Lexington, Ky | May 6, 2023 | 10 y | 0 | 1 |
| Matthew Lawrence Stockham | Meridian Wealth Management, LLC independent RIA | Lexington, Ky | Mar 6, 2015 | 28 y | 2 | 1 |
| Jacob Francis Tamme | Meridian Wealth Management, LLC independent RIA | Lexington, Ky | Feb 8, 2019 | 11 y | 0 | 1 |
| V••• N• T••• | M••••••• W••••• M••••••••• L•• independent RIA | Lexington, Ky | Jan 1, 2026 | 10 y | 1 | 1 |
| B•••• D•••••• W••• J• Certified Financial Planner | M••••••• W••••• M••••••••• L•• independent RIA | Lexington, Ky | Sep 28, 2023 | 20 y | 2 | 14 |
| J•••• N••••• W•••• | M••••••• W••••• M••••••••• L•• independent RIA | Lexington, Ky | Aug 8, 2024 | 12 y | 0 | 1 |
| J••••• M••• W••••• Certified Financial Planner | M••••••• W••••• M••••••••• L•• independent RIA | Lexington, Ky | Jul 21, 2025 | 16 y | 4 | 1 |
| L•••• A•• W••••• | M••••••• W••••• M••••••••• L•• independent RIA | Encino, Ca | May 3, 2022 | 22 y | 6 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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