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Current Employers
Meritas Wealth Management, Llc

3950 Civic Center Drive Suite 210, San Rafael, CA 94903 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
TX RA APPROVED 2019-03-19
  • CA RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2019-03-19

Branch Locations

3950 Civic Center Drive Suite 210, San Rafael, CA 94903 • United States

245 Foss Creek Circle, Healdsburg, CA 95448 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Meritas Wealth Management, Llc Larkspur CA 09/2015 Present
Previous Registrations
  • 2008-08-06 → 2015-03-17
    San Francisco, CA
  • 2008-02-15 → 2008-05-20
    Kfq Investment Advisors Llc
    San Francisco, CA
  • 2006-05-01 → 2008-05-10
    Kochis Fitz
    San Francisco, CA
Other Businesses

Financial Planning Association; not investment-related; 7535 E. Hampden Ave., Suite #600, Denver, CO 80231; Resource for CFP® professionals with goal to elevate financial planning profession; Mentor, Residency Program; since 2007; Developing and delivering financial planning case studies to CFPs and CFP candidates during weeklong residency program. Time spent on this is activity is limited, periodic, and short-term (one week).

Designations
Other Names
  • Kacy Gott

View on SEC IAPD

Other Firms

Other Investors

Other Offices

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