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582 Lynnhaven Parkway Ste 102, Virginia Beach, VA 23452 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-01-04 |
Branch Locations
582 Lynnhaven Parkway Ste 102, Virginia Beach, VA 23452 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rem Financial Planning Llc | Vancouver | WA | 02/2019 | 03/2024 |
| Simpson And Company Pc | Portland | OR | 10/2014 | 04/2020 |
| Warga Asset Management | Kirkland | WA | 09/2022 | 09/2022 |
| Independent Progressive Advisors | Portland | OR | 11/2022 | 12/2023 |
| Apforia | Virginia Beach | VA | 01/2024 | Present |
| Rebecca E Meats Cpa Llc | La Center | WA | 01/2020 | Present |
1) Rebecca Meats is a partner at Rebecca E Meats CPA, LLC, which not investment-related. The address is the same as her advisory business location. She prepares tax returns for individuals and businesses, and provides tax planning assistance. She has had this outside business since 2020 and this activity involves up to 40 hours per month and up to 10 hours of her time during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-09 |
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