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Manakin Sabot, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-10 |
| VA | RA | APPROVED | 2025-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vincere Wealth Management, Llc | Manakin-Sabot | VA | 08/2022 | 01/2023 |
| Vincere Wealth Management, Llc | Manakin-Sabot | VA | 01/2023 | 07/2023 |
| Veterinary Emergency Group | Washington | DC | 07/2021 | 05/2022 |
| Dr. Meredith Jones, Llc | Richmond | VA | 11/2020 | Present |
| Veterinary Financial Summit, Llc | Manakin-Sabot | VA | 06/2019 | 12/2024 |
| Veterinary Referral & Critical Care | Manakin-Sabot | VA | 08/2009 | 09/2020 |
| Slp Wealth | Manakin-Sabot | VA | 07/2023 | 05/2025 |
| Student Loan Planner | Manakin-Sabot | VA | 07/2023 | 05/2025 |
| Allvet Financial Llc | Manakin Sabot | VA | 06/2025 | Present |
Meredith Jones is currently a Consultant/Speaker under Dr. Meredith Jones, LLC, this position includes; performing speaking engagements, consulting, content creation, and receiving occasional affiliate payments. She devotes approximately 30 hours per month to this activity, 60% of which occurs during trading hours. Clients of Allvet are not involved in, nor are they solicited to participate in this outside business activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-21 |
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