MM
Manita H. Moran
MERIDIAN WEALTH MANAGEMENT
Allen, TX 75013
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CRD#: 6538937
MM
Professional summary
Manita Ho Moran, CFP®, who also goes by Manita C Ho, Manita H Lam, Manita Ho Lam, is a registered financial advisor currently at MERIDIAN WEALTH MANAGEMENT, LLC located in Allen, Texas.
Manita is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Manita has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Manita C Ho | Manita H Lam | Manita Ho Lam
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.
1. MOKA TX LLC (FORMERLY KNOWN AS MANITA H LAM CPA LLC); ALLEN/TX; MANAGING MEMBER & CPA; START DATE: 03/2017; PREPARE TAXES AND BOOKKEEPING; NON-INVESTMENT RELATED; DEVOTE ABOUT 20 HOURS/MONTH AND 1 IS DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: GENERAL CPA DUTIES 2. MOKA CONSULTING LLC; ALLEN/TX; CO-OWNER; START DATE: 10/2021; LONG-TERM RENTAL; NON-INVESTMENT RELATED; DEVOTE ABOUT 0 HOURS/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: NONE 3. ROTARY CLUB OF ALLEN SUNRISE; ALLEN/TX; TREASURER; START DATE: 10/2012; BOOKKEEPING FOR NONPROFIT ORGANIZATION; NON-INVESTMENT RELATED; DEVOTE ABOUT 1 HOUR/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: BOOKKEEPING 4. DALLAS STRINGS, INC; ALLEN/TX; BOOKKEEPER; NON-INVESTMENT RELATED; DEVOTE ABOUT 5 HOURS/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: BOOKKEEPING AND PAYROLL 5. TWINROSE INVESTMENTS LLC; ALLEN/TX; PASSIVE INVESTOR; START DATE: 06/2021; COMMERCIAL REAL ESTATE INVESTING; NON-INVESTMENT RELATED; DEVOTE ABOUT 0 HOURS/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: NONE - PASSIVE INVESTOR 6. TRAHAN CAMPAIGN; ALLEN/TX; TREASURER; START DATE: 03/2022; REPORTING CAMPAIGN FINANCE; NON-INVESTMENT RELATED; DEVOTE ABOUT 1 HOUR/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: REPORTING CAMPAIGN FINANCES 7. MERIDIAN INSURANCE LLC; LEXINGTON/KY; INSURANCE PRODUCER; START DATE: 05/2022; LIFE INSURANCE AND ANNUITY SALES; INVESTMENT RELATED; DEVOTE ABOUT 0 HOURS/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: CONSULTING ON FIXED ANNUITIES AND LIFE INSURANCE AS NEEDED
CRS (Client Relationship Summary) - RIA
Click below to view Manita Ho Moran'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®
CFP®
Start date: 2018
Experience
Current
May 2, 2022 - Present
MERIDIAN WEALTH MANAGEMENT, LLC
Office #1: 700 Central Expy S, Suite 210, Allen, TX 75013RIA
CRD#: 151523
Allen, TX
Past
February 16, 2021 - May 16, 2022
SOUTHPORT CAPITAL
RIA
CRD#: 113364
Suite 210, TX
Past
December 18, 2015 - May 3, 2021
WEALTH MANAGEMENT GROUP, LLC
RIA
CRD#: 158077
ALLEN, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MERIDIAN WEALTH MANAGEMENT, LLC
MERIDIAN WEALTH MANAGEMENT, LLC | VARSITY WEALTH
CRD#: 151523 / SEC#: 801-70676
RIA
Registered Investment Advisory firm - (10/14/2009 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(5/2/2022)
Current Firm
MW
MERIDIAN WEALTH MANAGEMENT, LLC
MERIDIAN WEALTH MANAGEMENT, LLC | VARSITY WEALTH
CRD#: 151523 / SEC#: 801-70676
RIA
Registered Investment Advisory firm - (10/14/2009 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 W Main Street Suite 450, Lexington, KY 40507
Mailing Address
Phone number
(859) 543-4516
Established
Firm type
Fiscal year end
# of Employees
64
SEC notice filing (47 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,802 |
| AUM (Assets Under Management) | $ 3,885,527,411 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
