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RB

Roman Brilman

MERIDIAN INVESTMENTS
Atlanta, GA 30326
Some features on this profile are disabled
CRD#: 4250758
RB

Professional summary

Roman Brilman is a registered financial professional currently at MERIDIAN INVESTMENTS, INC. located in Atlanta, Georgia.

Roman is registered as a RR (Registered Representative) and started their career in finance in 2000. Roman has worked at 5 firms and has passed the Series 66, Series 99TO, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Roman Brilman's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 21, 2007 - Present

MERIDIAN INVESTMENTS, INC.

Office #1: 3355 Lenox Road Suite 750, Atlanta, GA 30326
BD
CRD#: 13225
Atlanta, GA
Past

June 18, 2002 - July 29, 2005

CITIZENS SECURITIES, INC.

BD
CRD#: 39550
JOHNSTON, RI
Past

August 23, 2001 - June 4, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

September 26, 2000 - June 5, 2001

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

September 26, 2000 - June 5, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(5/21/2007)
RR
California
(5/21/2007)
RR
Colorado
(5/21/2007)
RR
Connecticut
(5/21/2007)
RR
Delaware
(5/21/2007)
RR
District of Columbia
(5/21/2007)
RR
Florida
(5/21/2007)
RR
Georgia
(5/21/2007)
RR
Idaho
(5/21/2007)
RR
Illinois
(5/21/2007)
RR
Indiana
(5/21/2007)
RR
Iowa
(5/21/2007)
RR
Maine
(5/21/2007)
RR
Maryland
(5/21/2007)
RR
Massachusetts
(5/21/2007)
RR
Michigan
(5/21/2007)
RR
Minnesota
(5/21/2007)
RR
Missouri
(5/21/2007)
RR
Nebraska
(5/21/2007)
RR
New Hampshire
(5/21/2007)
RR
New Jersey
(5/21/2007)
RR
New York
(5/21/2007)
RR
North Carolina
(5/21/2007)
RR
Ohio
(5/21/2007)
RR
Oklahoma
(5/21/2007)
RR
Pennsylvania
(5/21/2007)
RR
Rhode Island
(5/21/2007)
RR
South Carolina
(5/21/2007)
RR
Tennessee
(3/21/2018)
RR
Texas
(5/21/2007)
RR
Utah
(5/21/2007)
RR
Vermont
(5/21/2007)
RR
Virginia
(5/21/2007)
RR
Washington
(5/21/2007)
RR
Wisconsin
(5/21/2007)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/18/2000
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/24/2024
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/25/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/4/2002
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

MI
MERIDIAN INVESTMENTS, INC.
MERIDIAN INVESTMENTS, INC.

CRD#: 13225 / SEC#: , 8-29124

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
8065 Leesburg Pike 504, Vienna, VA 22182
Mailing Address
8065 Leesburg Pike 504, Vienna, VA 22182
Phone number
(301) 983-5000
Established
Massachusetts since 04/22/1983
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
BOC, JOHN FRANCISCHAIRMAN/CEO/TREASURER/DIRECTOR707131
CASEY, JOHN PETERVICE CHAIRMAN/DIRECTOR731545
MCDERMOTT, JEREMIAH JOHNPRESIDENT, DIRECTOR, ASSISTANT TREASURER2205038
BRILMAN, ROMANEXECUTIVE REP, CCO, AMLCO4250758
PAYNE, KIMBERLY EFINOP, CFO5531223

Disclosures

Regulatory Event2

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.

Company Information

MERIDIAN INVESTMENTS, INC.

CRD#: 13225Atlanta, GA 30326

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