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Meeks Wealth Management, LLC CRD 299703
$78.0M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Scottsdale, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2019-03-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meeks Investment Management, Llc | Scottsdale | AZ | 05/2009 | 01/2019 |
| Meeks Wealth Management, Llc | Scottsdale | AZ | 01/2019 | Present |
| Bmo Private Bank | Scottsdale | AZ | 03/2010 | 10/2018 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-12-03 |
| S65 | Uniform Investment Adviser Law Examination | 1993-08-20 |
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