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Current Employers
Meridian Investment Counsel, Inc.

Lafayette, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-06-22
  • CA RA
    APPROVED
    Since 2022-06-22

Branch Locations

Lafayette, CA • 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 Investment Counsel Inc. Lafayette CA 06/2022 Present
Arbonne Walnut Creek CA 05/2012 Present
Previous Registrations
  • 2011-09-16 → 2012-04-23
    Hc Financial Advisors Inc
    Lafayette, CA
  • 2005-06-20 → 2006-06-15
    San Francisco, CA
Other Businesses

J.D. Perkins Law Not Investment-related Workers' Compensation Law Firm Bookkeeper Walnut Creek, CA November 2019 2 hours per month outside of trading hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-06-17
  • S66 Uniform Combined State Law Examination
    2005-06-17
Designations

View on SEC IAPD

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