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Current Employers
Meredith Dekker Financial Services, Llc

2705 S Alma School Road Suite 2, Chandler, AZ 85286 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-31
AZ RA APPROVED 2019-05-13
  • CA RA
    APPROVED
    Since 2025-01-31
  • AZ RA
    APPROVED
    Since 2019-05-13

Branch Locations

2705 S Alma School Road Suite 2, Chandler, AZ 85286 • United States

Silver Oak Securities, Incorporated

403 N. Parkway Ste. 101, Jackson, TN 38305 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2021-06-30
  • AZ RA
    APPROVED
    Since 2021-06-30

Branch Locations

2705 S. Alma School Road Suite 2, Chandler, AZ 85286 • 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
Sutterfield Financial Group Chandler AZ 07/2013 04/2019
Meredith Dekker Financial Services, Llc Chandler AZ 07/2013 Present
Silver Oak Securities, Llc Jackson TN 06/2021 Present
Meredith Dekker Financial Services, Llc Chandler AZ 11/2020 Present
Previous Registrations
Other Businesses

Adam James Dekker is an independent licensed insurance agent. Insurance is sold exclusively through Meredith Dekker Financial Services LLC. Start Date: 08/2013, Approximately 5 hours per month, 0 hours per month during trading hours. Meredith Dekker Financial Services, LLC, IAR/Chief Compliance Officer, investment related: Investment Advisory Services; start date of 11/20/2021 Meredith Dekker Financial Services, LLC - Tax preparation and accounting services, Divorce Related Consulting, Investment Related, Branch location, Prepares and reviews tax returns, Financial Planning in Context of Divorce, Lead Advisor, Start Date: 2023-01-01, 10 hours per month,10 hours per month during trading hours, Hourly Compensation, Divorce Financial Analysis for divorcing couples, CDFA Designation

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-04
  • S65 Uniform Investment Adviser Law Examination
    2014-12-04
Designations

View on SEC IAPD

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