# Meredith Wade

Meredith Wade is an investment adviser representative (IAR) with state registration records since 2004, appearing at 8 firms. Currently registered with XML FINANCIAL, LLC.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [XML FINANCIAL, LLC](https://search.stillhousedata.com/firm/284987) | 2021-09-01 | present | Yes |
| [WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC](https://search.stillhousedata.com/firm/11025) | 2019-11-20 | 2021-08-31 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2018-06-12 | 2019-11-18 | — |
| [TRUIST ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/283390) | 2016-08-31 | 2018-04-30 | — |
| [TRUIST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/17499) | 2015-12-24 | 2016-12-31 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2013-08-22 | 2015-11-23 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2005-03-24 | 2013-07-16 | — |
| [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | 2004-02-24 | 2004-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4682557)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4682557.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
