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David Lawrence Meucci

Phase Change Wealth Management LLC

Sebastopol, CA

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Current Employers
Phase Change Wealth Management Llc

Sebastopol, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-11
  • CA RA
    APPROVED
    Since 2025-04-11

Branch Locations

Sebastopol, 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
Financial West Group Westlake Village CA 02/2006 08/2017
Western International Securities, Inc. Pasadena CA 08/2017 04/2025
Phase Change Wealth Management Llc Sebastopol CA 03/2025 Present
  • 02/2006 → 08/2017
    Financial West Group
    Westlake Village, CA
  • 08/2017 → 04/2025
    Western International Securities, Inc.
    Pasadena, CA
  • 03/2025 → Present
    Phase Change Wealth Management Llc
    Sebastopol, CA
Previous Registrations
  • 2017-08-21 → 2025-04-25
    Western International Securities, Inc.
    Petaluma, CA
    Sebastopol, CA
    Sebastopol, CA
  • 2023-03-03 → 2023-03-31
    The Social Equity Group, Inc.
    San Francisco, CA
  • 2006-02-28 → 2017-08-21
    Financial West Group
    Westlake Village, CA
    Sebastopol, CA
    Westlake Village, CA
    Newmarket, NH
    Oakland, CA
    Sebastopol, CA
    Troy, PA
    Portland, OR
Other Businesses

1. Rental Property, Not Investment Related, Sebastopol CA, renting second home, started in 2011, 4 hours per month/none during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-04-23
S63 Uniform Securities Agent State Law Examination 1996-05-31
  • S65 Uniform Investment Adviser Law Examination
    1999-04-23
  • S63 Uniform Securities Agent State Law Examination
    1996-05-31
Designations
Other Names
  • Dave Meucci
  • David Meucci
  • David L Meucci
  • David L. Meucci

View on SEC IAPD

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