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Jennifer Shirley Arbini Bahi

Meritas Wealth Management, LLC

San Rafael, CA

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Current Employers
Meritas Wealth Management, Llc

3950 Civic Center Drive Suite 210, San Rafael, CA 94903 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-01-17
TX RA APPROVED 2023-01-17
  • CA RA
    APPROVED
    Since 2023-01-17
  • TX RA
    APPROVED
    Since 2023-01-17

Branch Locations

3950 Civic Center Drive Suite 210, San Rafael, CA 94903 • 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
Meritas Wealth Management Larkspur CA 06/2015 04/2017
Meritas Wealth Management Larkspur CA 04/2017 02/2020
Meritas Wealth Management Larkspur CA 02/2020 01/2023
Meritas Wealth Management Larkspur CA 01/2023 Present
  • 06/2015 → 04/2017
    Meritas Wealth Management
    Larkspur, CA
  • 04/2017 → 02/2020
    Meritas Wealth Management
    Larkspur, CA
  • 02/2020 → 01/2023
    Meritas Wealth Management
    Larkspur, CA
  • 01/2023 → Present
    Meritas Wealth Management
    Larkspur, CA
Designations

View on SEC IAPD

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Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · SAN RAFAEL, CA
HCM WEALTH · SAN RAFAEL, CA
O'DONNELL FINANCIAL SERVICES, LLC · SAN RAFAEL, CA
MADRONE INVESTMENT ADVISORY, LLC · SAN RAFAEL, CA
FIDUCIARY FINANCIAL GROUP, LLC · SAN RAFAEL, CA
MORGAN STANLEY · SAN RAFAEL, CA
INDEPENDENT FINANCIAL GROUP, LLC · San Rafael, CA
EDWARD JONES · San Rafael, CA

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