PD
Pat David Moon
CRD 4347337
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Meridian Management Co | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Meridian Management Co
Managing Principal, President, Director & Chief Compliance Officer · 75% or more · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗