Meredith J. Nation

PROACTIVE WEALTH STRATEGIES

Boca Raton, FL

CRD#: 7964409

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Professional summary

Meredith Joy Nation is a registered financial advisor currently at PROACTIVE WEALTH STRATEGIES, LLC located in Boca Raton, Florida and LPL FINANCIAL LLC located in San Diego, California.

Meredith is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2026. Meredith has 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Meredith Joy Nation's CRS (Customer Relationship Summary).

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

June 1, 2026 - Present

PROACTIVE WEALTH STRATEGIES, LLC

RIA

CRD#: 318872

Boca Raton, FL

Current

May 25, 2026 - Present

LPL FINANCIAL LLC

Office #1: 4707 Executive Dr, San Diego, CA 92121-3091

RIA

CRD#: 6413

SAN DIEGO, CA

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".

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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

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

Florida
(5/25/2026)

Georgia
(5/25/2026)

IAR

Georgia
(6/1/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/8/2025

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/23/2026

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/24/2025

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

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

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PROACTIVE WEALTH STRATEGIES 2A (2/18/2026)

Regulatory assets under management

Total Number of Accounts	1,200
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.

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Meredith J. Nation

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Meredith Joy Nation's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROACTIVE WEALTH STRATEGIES, LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

PROACTIVE WEALTH STRATEGIES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/8/2025

Series 7TO

Date: 5/23/2026

SIE

Date: 5/24/2025

FINRA

Current Firm

PROACTIVE WEALTH STRATEGIES, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PROACTIVE WEALTH STRATEGIES, LLC

TRUST BUT VERIFY

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