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3950 Civic Center Drive Suite 210, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-03-19 |
| CA | RA | APPROVED | 2009-03-25 |
Branch Locations
3950 Civic Center Drive Suite 210, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meritas Wealth Management, Llc | Larkspur | CA | 12/2008 | Present |
Financial Planning Association; not investment-related; 7535 E. Hampden Ave., Suite #600, Denver, CO 80231; Resource for CFP® professionals with goal to elevate financial planning profession; Mentor, Residency Program; since 2012; Developing and delivering financial planning case studies to CFPs and CFP candidates during weeklong residency program. Time spent on this activity is limited, periodic, and short-term (one week).
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