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MN

Meredith J. Nation

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CRD#: 7964409
MN
Meredith Joy Nation

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.

Meredith Joy Nation was a registered financial professional .

Meredith is a previously registered financial professional and started their career in finance in 2026. Meredith had worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

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.
1. 01/2026 - Proactive Wealth Strategies - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 160 Hrs During Trading - OBA start date: 1/21/2026 2. 01/27/2026 - Proactive Wealth Strategies, LLC - Registered Investment Advisor Hybrid - Registered Admin - Investment Related - At Reported Business Location(s) -Start Date 08/24/2024 - 120 hours per month/ 30 hours per month - I provide administrative support to Proactive Wealth Strategies, LLC, an independent investment advisor firm. I started this business activity in 1/2026. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm�s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

June 1, 2026 - August 24, 2026

PROACTIVE WEALTH STRATEGIES, LLC

RIA
CRD#: 318872
Boca Raton, FL
Past

May 25, 2026 - September 21, 2026

LPL FINANCIAL LLC

BD
CRD#: 6413
HOLLYWOOD, FL

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".
PW
PROACTIVE WEALTH STRATEGIES, LLC
PATTON FINANCIAL ASSOCIATES | PROACTIVE WEALTH STRATEGIES, LLC | PROACTIVE WEALTH SOLUTIONS LLC

CRD#: 318872 / SEC#: 801-123491

RIA
Registered Investment Advisory firm - (3/22/2022 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

What does exam status mean?
State Security Law Exam
PR
PR
Series 66
Status Unavailable
Passed: 10/8/2025
Uniform Combined State Law Examination
General Industry/Product Exam
PR
Series 7TO
Status Unavailable
Passed: 5/23/2026
General Securities Representative Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 5/24/2025
Securities Industry Essentials Examination

Current Firm

PW
PROACTIVE WEALTH STRATEGIES, LLC
PATTON FINANCIAL ASSOCIATES | PROACTIVE WEALTH STRATEGIES, LLC | PROACTIVE WEALTH SOLUTIONS LLC

CRD#: 318872 / SEC#: 801-123491

RIA
Registered Investment Advisory firm - (3/22/2022 Approved)
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Contact information

Main Address
533 Johnson Ferry Road Bldg. C Suite 100, Marietta, GA 30068
Mailing Address
Phone number
(770) 971-4142
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PROACTIVE WEALTH STRATEGIES 2A (7/9/2026)

Regulatory assets under management

Total Number of Accounts1,200
AUM (Assets Under Management)$ 315,838,988

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

PROACTIVE WEALTH STRATEGIES, LLC

CRD#: 318872

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