Donald S. Meredith
Professional summary
Donald Samuel Meredith, who also goes by Don Meredith, is a registered financial professional currently at LIGHTPATH CAPITAL, INC located in Southlake, Texas.
Donald is registered as a RR (Registered Representative) and started their career in finance in 1988. Donald has worked at 19 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Donald Samuel Meredith's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 3, 2018 - Present
LIGHTPATH CAPITAL, INC
Office #1: 1560 E. Southlake Blvd., Suite 100, Southlake, TX 76092June 20, 2016 - January 3, 2018
COLORADO FINANCIAL SERVICE CORPORATION
April 18, 2011 - June 22, 2016
CONCORDE INVESTMENT SERVICES, LLC
January 25, 2011 - April 20, 2011
PROFESSIONAL ASSET MANAGEMENT, INC.
July 5, 2006 - December 31, 2010
PROFESSIONAL ASSET MANAGEMENT, INC.
January 6, 2003 - July 7, 2006
QUESTAR CAPITAL CORPORATION
November 5, 1999 - December 31, 2002
FIRST SECURITIES USA, INC.
February 23, 1996 - November 5, 1999
FIRST ASSOCIATED SECURITIES GROUP, INC.
January 26, 1996 - February 20, 1996
FIRST ASSOCIATED SECURITIES GROUP, INC.
November 6, 1995 - February 7, 1996
OSAIC FA, INC.
November 3, 1995 - February 7, 1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
February 3, 1995 - October 5, 1995
CETERA WEALTH SERVICES, LLC
March 21, 1994 - February 9, 1995
GREAT WESTERN FINANCIAL SECURITIES CORPORATION
April 15, 1993 - April 11, 1994
MONY SECURITIES CORPORATION
September 8, 1992 - February 12, 1993
VERAVEST INVESTMENTS, INC.
April 29, 1992 - July 28, 1992
INTERFIRST CAPITAL CORPORATION
September 19, 1989 - July 31, 1990
UBS FINANCIAL SERVICES INC.
May 15, 1989 - September 20, 1989
HASAN GROWNEY CO. INC.
February 17, 1989 - May 11, 1989
KOBER FINANCIAL CORP.
January 26, 1989 - March 11, 1989
ALISON, BAER SECURITIES INC.
October 19, 1988 - January 30, 1989
F.D. ROBERTS SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/3/2018)
(2/6/2024)
Exams
FINRA
Current Firm
LIGHTPATH CAPITAL, INC
CRD#: 34617 / SEC#: , 8-46299
Contact information
FINRA licenses (4 States and Territories)
Red Flags
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