State Disclosures

Notice Filings

We have made notice filings with the securities regulators of the following states, in accordance with Section 203A of the Investment Advisers Act of 1940 and the requirements of each state:

• Connecticut Department of Banking, Securities and Business Investments Division
• Massachusetts Securities Division
• New York Department of State, Division of Licensing Services
• Additional states as required based on the residency of our clients

A notice filing is not the same as registration. The SEC, not the states, is the principal regulator of our advisory activities.

California Consumer Privacy Disclosures

If you are a California resident, you have additional rights regarding your personal information under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA). These rights include:

• The right to know what categories of personal information we have collected about you in the preceding 12 months, the sources of that information, the business or commercial purposes for collecting it, and the categories of third parties with whom we share it.
• The right to request deletion of personal information we have collected, subject to legal retention requirements.
• The right to correct inaccurate personal information.
• The right to limit the use and disclosure of sensitive personal information.
• The right to opt out of the sale or sharing of personal information. We do not sell personal information, and we do not share personal information for cross-context behavioral advertising.
• The right to non-discrimination for exercising your privacy rights.

To exercise any of these rights, please contact us at privacy@meridianwealthpartners.com or (860) 555-0100. Please see our Privacy Policy for more detail.

New York Cybersecurity Disclosure

Meridian Wealth Partners maintains a written cybersecurity program reasonably designed to protect the confidentiality, integrity, and availability of nonpublic information. While we are not directly subject to 23 NYCRR 500 (the New York Department of Financial Services cybersecurity regulation), we apply substantially similar standards as a matter of best practice and to support client trust.

Massachusetts Privacy Disclosure

For Massachusetts residents, we comply with 201 CMR 17.00 (Standards for the Protection of Personal Information of Residents of the Commonwealth) by maintaining a written information security program and applying appropriate administrative, technical, and physical safeguards to personal information of Massachusetts residents.

Connecticut Insurance Information & Privacy Protection Act

For Connecticut residents, where any of our advisory services involve the recommendation of insurance products (typically in coordination with licensed insurance professionals), we comply with applicable provisions of the Connecticut Insurance Information and Privacy Protection Act.

Other State Disclosures

State law disclosure requirements change from time to time. If you reside in a state with specific disclosure requirements not addressed above, please contact our compliance department, and we will provide any required state-specific disclosure.

Questions and Contact

Related Disclosures

• Form CRS — Client Relationship Summary
• Form ADV Part 2A — Firm Brochure
• Form ADV Part 2B — Brochure Supplements
• ADV Disclosures Index
• CRS Disclosure Index
• Privacy Policy