Meghan Ann Phillips

Current Employers

Employment History

• 09/2011 → Present
  Kidematics Llc
  Morgantown, WV
• 01/2015 → Present
  Young Hearts Llc
  Morgantown, WV
• 05/2021 → Present
  Royal Alliance
  Freehold, NJ

Other Businesses

1) Kidematics LLC and Young Hearts LLC 22 David Lane Morgantown, WV 26505 NOT investment related Childcare Owner Kidematics LLC established September 2011, Young Hearts LLC established January 2015 80 hours per month 1 hour or less during trading hours Kidematics operates before, after, and summer programs for school aged children. Young Hearts is a childcare center servicing children 6 weeks to 4 years of age. Both businesses have staff operating the facilities and require minimal hands on management as the owner. On occasion I may have to go into the programs at 7am-8am or 3:30-5:30pm, only when staff members cannot report. 2) YOUNG HEARTS LLC POSITION: Owner NATURE: Childcare services for 6weeks-4years. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2015 ADDRESS: 3610 Collins Ferry Rd, Morgantown WV 26508, United States DESCRIPTION: Processing Tuition, registering students, occassional oversight of staff and students on-site. 3) YOUNG HEARTS LLC POSITION: Owner NATURE: Childcare services for 6weeks-4years. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2015 ADDRESS: 3610 Collins Ferry Rd, Morgantown WV 26508, United States DESCRIPTION: Processing Tuition, registering students, occassional oversight of staff and students on-site. 4) KIDEMATICS LLC POSITION: Owner NATURE: This business is an LLC. It's operations involve childcare services for school aged children. INVESTMENT RELATED: No NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2011 ADDRESS: 22 David Lane, Morgantown WV 26505, United States DESCRIPTION: Scheduling and managing the programs. Tuition payment processing, registration of children into the program, and on-site supervision on occasion of staff and students.

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-04-21
• S65 Uniform Investment Adviser Law Examination
  2021-03-09