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Allison Meier

Arlington Financial Advisors, LLC

Santa Barbara, CA

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Current Employers
Arlington Financial Advisors, Llc

100 E. De La Guerra St, Santa Barbara, CA 93101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-10-24
  • CA RA
    APPROVED
    Since 2023-10-24

Branch Locations

100 E. De La Guerra St, Santa Barbara, CA 93101 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Barbara CA 02/2017 10/2023
Merrill Lynch Woodland Hills CA 06/2016 09/2016
University Of California, Santa Barbara Santa Barbara CA 10/2014 06/2018
Bank Of America, N.A. Santa Barbara CA 08/2018 10/2023
Arlington Financial Advisors Santa Barbara CA 10/2023 Present
  • 02/2017 → 10/2023
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Santa Barbara, CA
  • 06/2016 → 09/2016
    Merrill Lynch
    Woodland Hills, CA
  • 10/2014 → 06/2018
    University Of California, Santa Barbara
    Santa Barbara, CA
  • 08/2018 → 10/2023
    Bank Of America, N.A.
    Santa Barbara, CA
  • 10/2023 → Present
    Arlington Financial Advisors
    Santa Barbara, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-26
  • S66 Uniform Combined State Law Examination
    2018-10-26
Designations
Other Names
  • Allison M Meier
  • Ally Meier

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
J.P. MORGAN SECURITIES LLC · SANTA BARBARA, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Santa Barbara, CA
KINGSWOOD WEALTH ADVISORS, LLC · Santa Barbara, CA
MORGAN STANLEY · Santa Barbara, CA
LPL FINANCIAL LLC · SANTA BARBARA, CA

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