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Meghan Gillian Mulligan

Tandem Wealth Advisors

Phoenix, AZ

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Current Employers
Tandem Wealth Advisors

1850 N. Central Avenue, Suite 330, Phoenix, AZ 85004 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-11-06
  • AZ RA
    APPROVED
    Since 2024-11-06

Branch Locations

1850 N. Central Avenue, Suite 330, Phoenix, AZ 85004 • 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
Mgm Accounting Pllc Phoenix AZ 01/2007 06/2024
Tandem Wealth Advisors Llc Phoenix AZ 05/2011 06/2024
Tandem Wealth Advisors Llc Phoenix AZ 07/2024 Present
  • 01/2007 → 06/2024
    Mgm Accounting Pllc
    Phoenix, AZ
  • 05/2011 → 06/2024
    Tandem Wealth Advisors Llc
    Phoenix, AZ
  • 07/2024 → Present
    Tandem Wealth Advisors Llc
    Phoenix, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-01
  • S65 Uniform Investment Adviser Law Examination
    2024-11-01

View on SEC IAPD

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