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Meredith Wood Clark

Nerdwallet Advisory

Scottsdale, AZ

New York, NY

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Current Employers
Nerdwallet Advisory

4150 N Drinkwater Blvd. Suite 200, Scottsdale, AZ 85251 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-02-28
  • NY RA
    APPROVED
    Since 2024-02-28

Branch Locations

4150 N Drinkwater Blvd. Suite 200, Scottsdale, AZ 85251 • United States

New York, NY • 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
Nerdwallet San Francisco CA 10/2020 Present
Fundera New York NY 06/2014 10/2020
  • 10/2020 → Present
    Nerdwallet
    San Francisco, CA
  • 06/2014 → 10/2020
    Fundera
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-28
  • S65 Uniform Investment Adviser Law Examination
    2024-02-28

View on SEC IAPD

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