Meghan Ann Collins

Current Employers

Employment History

• 06/2020 → Present
  Oakmonte Wealth Management
  Orlando, FL
• 12/2004 → Present
  Flick Law Group, P.L.
  Orlando, FL
• 03/2023 → Present
  Oakmonte Wealth Management
  Orlando, FL
• 08/2023 → Present
  Lifeboat Trust Services, Llc
  Orlando, FL

Other Businesses

Name of outside business: Lifeboat Trust Services, LLC; Is the business investment related: Yes; Location of the business: 3700 S. Conway Road, Suite 100 Orlando Florida 32812 United States; Position Title: Client Services Associate; Responsibilities Duties: Check voicemail messages, update website. Once business gets going, Meghan will assist her boss with tasks as needed. In the future, Meghan will be trained for more responsibilities and will update the ADV at that time.; Start date with business: 2023-08-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0; Will an IRS form for income earned be received: No

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-21

Designations

Other Names

• Meghan A Collins