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Murrieta, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2019-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meridian Wealth Management, Inc. | Murrieta | CA | 12/2004 | Present |
Mr. Dauenhauer receives royalties from the sales of his book "Wild West: Providing Fiduciary Advice to Public School Employees." Wild West is a book written by Scott Dauenhauer for financial advisors who want to work with public school employees. Royalties are less than $100 per year. Scott mostly gives the book away for free to encourage advisors to work with public school employees. Since June 2019, Scott has worked part-time as treasurer for 403bwise.org, a non-profit 501(c)3 that educates public school employees on their retirement programs. Scott provides education through podcasts, writing, online events, co-hosts the Teach and Retire Rich podcast, and speaks at in-person events. Scott writes and edits for 403bwise and strategically plans the organization's direction. 403bwise.org is not an investment organization, but it does provide education that covers investing and other retirement-related topics. He spends on average 40 hours a month working with 403bwise.org. The number of hours he devotes to 403bwise.org during securities trading hours is approximately 10 hours a month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-26 |
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