Timothy D. Bacon
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Timothy Donald Bacon was a registered financial professional .
Timothy is a previously registered financial professional and started their career in finance in 1985. Timothy had worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 24 and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 8, 2019 - April 16, 2025
MERIDIAN WEALTH PARTNERS, LLC
August 10, 2017 - August 10, 2017
LPL FINANCIAL LLC
August 1, 2017 - August 27, 2019
GREAT VALLEY ADVISOR GROUP, LLC
July 31, 2017 - July 31, 2017
LPL FINANCIAL LLC
July 31, 2017 - September 19, 2019
LPL FINANCIAL LLC
April 6, 2017 - August 1, 2017
MERIDIAN WEALTH PARTNERS, LLC
September 15, 2015 - April 11, 2017
GREAT VALLEY ADVISOR GROUP, LLC
February 2, 2015 - May 2, 2017
LPL FINANCIAL LLC
February 2, 2015 - May 2, 2017
LPL FINANCIAL LLC
March 13, 2014 - February 10, 2015
VALLEY FORGE ASSET MANAGEMENT, LLC
April 6, 1999 - February 10, 2015
VALLEY FORGE ASSET MANAGEMENT, LLC
August 12, 1992 - July 26, 1994
RYAN & COMPANY, LP
March 27, 1990 - August 19, 1992
MAIN LINE INVESTMENT GROUP, LTD.
November 19, 1989 - April 27, 1990
OSAIC WEALTH, INC.
January 4, 1989 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
April 27, 1985 - January 25, 1989
PRUDENTIAL EQUITY GROUP, LLC
Primary Firm SEC Registration
MERIDIAN WEALTH PARTNERS, LLC
CRD#: 287768 / SEC#: 801-110067
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
MERIDIAN WEALTH PARTNERS, LLC
CRD#: 287768 / SEC#: 801-110067
Contact information
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,259 |
| AUM (Assets Under Management) | $ 1,255,735,728 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/24/2025 | ||
| 08/23/2024 | ||
| 10/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
