Donald S. Meredith
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.
Donald Samuel Meredith, who also goes by Don Meredith, Sammy Meredith, was a registered financial professional .
Donald is a previously registered financial professional and started their career in finance in 1988. Donald had worked at 20 firms and has passed the Series 63, SIE and Series 7 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 13, 2026 - June 9, 2026
WEALTHFORGE SECURITIES, LLC
January 3, 2018 - December 31, 2025
LIGHTPATH CAPITAL, INC
June 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
Exams
Current Firm
WEALTHFORGE SECURITIES, LLC
CRD#: 152550 / SEC#: , 8-68464
Contact information
FINRA licenses (53 States and Territories)
Disclosures
| Regulatory Event | 3 |
| Arbitration | 1 |
Red Flags
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