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MERIDITH GAIL MIMBS
MERIDITH G MIMBS, MERIDITH MIMBS
CRD#: 5467311
IA
Investment Adviser
B
Broker
CRESCENT WEALTH ADVISORY, LLCCRD#: 151156 200 GALLERIA PARKWAY SE
SUITE 1880
ATLANTA, GA 30339
LION STREET FINANCIAL, LLCCRD#: 165828 200 Galleria Parkway SE
Suite 1880
ATLANTA, GA 30339
Registration History
20082010201220142016201820202022202420262 FIRMS2008 - 2009 (<1 year)2 FIRMS2009 - 2010 (1 year)2 FIRMS2010 - 2013 (2 years)2 FIRMS2013 - 2017 (3 years)IACRESCENT WEALTH ADVISORY, LLC (CRD# 151156)2018 - Present (6 years)BLION STREET FINANCIAL, LLC (CRD# 165828)2020 - Present (5 years)BPURSHE KAPLAN STERLING INVESTMENTS (CRD# 35747)2017 - 2020 (2 years)
Disclosure(s)
View By:
12/6/2022
Judgment / Lien
8/13/2021
Judgment / Lien
License(s)

State Registrations

IA
Georgia 6/20/2018

B
Georgia 2/7/2020

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
CRESCENT WEALTH ADVISORY, LLC (CRD#:151156)
200 GALLERIA PARKWAY SE SUITE 1880, ATLANTA, GA 30339
Registered with this firm since 6/20/2018

B
LION STREET FINANCIAL, LLC (CRD#:165828)
200 Galleria Parkway SE Suite 1880, ATLANTA, GA 30339
Registered with this firm since 2/7/2020

Previous Registration(s)
th hidden textth hidden textNameLocation
B
03/10/2017 - 02/21/2020 PURSHE KAPLAN STERLING INVESTMENTS (CRD#:35747) Atlanta, GA
IA
08/29/2013 - 02/23/2017 MORGAN STANLEY (CRD#:149777) ATLANTA, GA
B
08/27/2013 - 02/23/2017 MORGAN STANLEY (CRD#:149777) ATLANTA, GA
IA
12/03/2010 - 08/12/2013 UBS FINANCIAL SERVICES INC. (CRD#:8174) ATLANTA, GA
B
11/22/2010 - 08/12/2013 UBS FINANCIAL SERVICES INC. (CRD#:8174) ATLANTA, GA
IA
03/17/2009 - 05/06/2010 SUNTRUST INVESTMENT SERVICES, INC. (CRD#:17499) MACON, GA
B
03/13/2009 - 05/06/2010 SUNTRUST INVESTMENT SERVICES, INC. (CRD#:17499) MACON, GA
IA
04/28/2008 - 01/14/2009 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) JACKSONVILLE, FL
B
03/14/2008 - 01/14/2009 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) JACKSONVILLE, FL
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.