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Inactive

Sarah Jean Yakel

Meridian Financial Partners LLC

Warrenton, VA

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Current Employers
Meridian Financial Partners Llc

39 South 4Th Street, Warrenton, VA 20186 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-05-20
VA RA APPROVED 2016-03-08
  • TX RA
    APPROVED
    Since 2021-05-20
  • VA RA
    APPROVED
    Since 2016-03-08

Branch Locations

39 South 4Th Street, Warrenton, VA 20186 • 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
Meridian Financial Partners, Llc Warrenton VA 09/2015 Present
Previous Registrations
  • 2015-11-16 → 2016-03-03
    Meridian Financial Partners Llc
    Warrenton, VA
  • 2008-06-01 → 2010-03-18
    Osaic Institutions, Inc.
    Warrenton, VA
  • 2004-08-05 → 2008-06-01
    Bi Investments, Llc
    Warrenton, VA
    Warrenton, VA
  • 2003-03-31 → 2004-05-04
    Bb&T Asset Management, Inc.
    Warrenton, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-02-14
  • S65 Uniform Investment Adviser Law Examination
    2003-02-14
Designations
Other Names
  • Sarah Jean Clouse
  • Sarah Jean Clouse

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
FOUNDERS FINANCIAL SECURITIES LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EQUITY SERVICES, INC.

Other Investors

RICHARD GLENN ALBERT
APRIL SPITTLE BLAKE
Jessica Ashby
Jeremy Noel
ISAAC KWAKU COBBINAH
DENNIS JOSEPH DONOVAN
JAMES EVERETT TOBIAS
Kevin Hook

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Warrenton, VA
FOUNDERS FINANCIAL SECURITIES LLC · Warrenton, VA
EDWARD JONES · Warrenton, VA
WELLS FARGO CLEARING SERVICES, LLC · WARRENTON, VA
CETERA INVESTMENT ADVISERS LLC · WARRENTON, VA
THRIVENT INVESTMENT MANAGEMENT INC. · Warrenton, VA
AMERIPRISE FINANCIAL SERVICES, LLC · Warrenton, VA
CETERA INVESTMENT ADVISERS LLC · WARRENTON, VA

More in Warrenton, VA

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