Best Investors Account Sign in
Inactive

Mark Thomas Meredith

Meredith Wealth Planning

Maryville, IL

Claim This Profile
Current Employers
Meredith Wealth Planning

6300 East Main Street, Maryville, IL 62062 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-02-07
MO RA APPROVED 2019-09-20
TX RA APPROVED_RES 2019-09-16
IL RA APPROVED 2019-03-06
  • FL RA
    APPROVED
    Since 2024-02-07
  • MO RA
    APPROVED
    Since 2019-09-20
  • TX RA
    APPROVED_RES
    Since 2019-09-16
  • IL RA
    APPROVED
    Since 2019-03-06

Branch Locations

6300 East Main Street, Maryville, IL 62062 • 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
The Bank Of Edwardsville Glen Carbon IL 06/2011 03/2019
Raymond James Financial Services Glen Carbon IL 11/2011 03/2019
Raymond James Financial Services Advisors Inc. Glen Carbon IL 11/2011 03/2019
Meredith Wealth Planning Maryville IL 03/2019 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-07-14
S63 Uniform Securities Agent State Law Examination 2011-02-17
  • S66 Uniform Combined State Law Examination
    2011-07-14
  • S63 Uniform Securities Agent State Law Examination
    2011-02-17
Designations
Other Names
  • Mark Meredith

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Maryville, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor