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Dublin, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-23 |
| CA | RA | APPROVED | 2018-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Megan Rouse Financial Planning | Dublin | CA | 02/2009 | Present |
Megan Rouse is a California Licensed Professional Fiduciary and operates Rouse Fiduciary Services as a sole proprietor in Dublin, California. Rouse Fiduciary Services was formed in July 2022. The business is non-investment related. Rouse Fiduciary Services has one client.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-23 |
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