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100 E. Thousand Oaks Blvd. #258, Thousand Oaks, CA 91360 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-29 |
| OR | RA | APPROVED | 2022-08-12 |
| FL | RA | APPROVED | 2022-02-23 |
| NM | RA | APPROVED | 2022-01-12 |
| NV | RA | APPROVED | 2017-02-28 |
| NJ | RA | APPROVED | 2017-02-23 |
| CO | RA | APPROVED | 2017-02-21 |
| OK | RA | APPROVED | 2017-02-17 |
| AZ | RA | APPROVED | 2017-02-16 |
| ID | RA | APPROVED | 2017-02-15 |
| PA | RA | APPROVED | 2017-02-15 |
| VA | RA | APPROVED | 2017-02-15 |
| WA | RA | APPROVED | 2017-02-15 |
| CA | RA | APPROVED | 2013-11-13 |
Branch Locations
100 E. Thousand Oaks Blvd. #258, Thousand Oaks, CA 91360 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 10/2013 | 10/2016 |
| United Planners Financial Services | Scottsdale | AZ | 10/2016 | Present |
| Mfa Wealth Services | Thousand Oaks | CA | 10/2013 | 12/2019 |
| Meador Financial, Inc | Thousand Oaks | CA | 11/2013 | Present |
| Tone, Walling & Meador Llp | Thousand Oaks | CA | 01/2019 | Present |
| Christopher Mattern | Thousand Oaks | CA | 10/2013 | Present |
| Mfa Wealth Services, Inc. | Thousand Oaks | CA | 11/2013 | Present |
1.) MEADOR FINANCIAL, INC. - REPRESENTATIVE - REGISTERED INVESTMENT ADVISOR - THOUSAND OAKS, CA - SINCE 11/2013 - INVESTMENT RELATED 2.) MFA WEALTH SERVICES, INC. - PRESIDENT, ADVISOR - REGISTERED INVESTMENT ADVISOR - THOUSAND OAKS, CA - SINCE 11/2013 - INVESTMENT RELATED 3.) TONE, WALLING & MEADOR LLP - MINORITY PARTNER - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - THOUSAND OAKS, CA - SINCE 01/2019 - NOT INVESTMENT RELATED 4.) CHRISTOPHER MATTERN - AGENT - NON-VARIABLE INSURANCE - THOUSAND OAKS, CA - SINCE 10/2013 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-06 |
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