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2705 S Alma School Road Suite 2, Chandler, AZ 85286 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-03 |
| AZ | RA | APPROVED | 2023-12-19 |
Branch Locations
2705 S Alma School Road Suite 2, Chandler, AZ 85286 • United States
403 N. Parkway Ste. 101, Jackson, TN 38305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-05-02 |
Branch Locations
2705 S. Alma School Rd. Suite 2, Chandler, AZ 85286 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meredith Dekker Financial Services | Gilbert | AZ | 08/2021 | Present |
| Barrett Bookkeeping & Tax Llc | Gilbert | AZ | 02/2020 | Present |
| Intuit | Gilbert | AZ | 02/2020 | 12/2020 |
| Sanjay Jawa Cpa Pc | Gilbert | AZ | 11/2019 | 01/2020 |
| Meredith Dekker Financial Services | Chandler | AZ | 03/2018 | 11/2019 |
| Edupoint Educational Systems | Mesa | AZ | 03/2015 | 03/2018 |
| Meredith Dekker Financial Services, Llc | Chandler | AZ | 05/2023 | Present |
| Silver Oak Securities, Inc. | Chandler | AZ | 08/2021 | Present |
Bookkeeping and sales tax services. Barrett Bookkeeping and Tax LLC. Also services Meredith Dekker Financial Services clients. Investment Adviser Representative, Silver Oak Securities. Investment Adviser Representative, Meredith Dekker Financial Services, LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-25 |
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