Inactive

Cristi Marie Tanner

Meritas Wealth Management, LLC

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Current Employers

Meritas Wealth Management, Llc

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

Current Registrations

Authority	Category	Status	Date
DC	RA	APPROVED	2025-12-24
CA	RA	APPROVED	2024-04-24

DC RA
APPROVED

Since 2025-12-24
CA RA
APPROVED

Since 2024-04-24

Branch Locations

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

Washington, DC • 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

Organization	City	State	From	To
Meritas Wealth Management, Llc	Larkspur	CA	07/2021	Present
University Of Georgia	Athens	GA	08/2017	05/2021
Concord High School	Concord	NC	08/2013	06/2017

07/2021 → Present

Meritas Wealth Management, Llc

Larkspur, CA
08/2017 → 05/2021

University Of Georgia

Athens, GA
08/2013 → 06/2017

Concord High School

Concord, NC

Designations

View on SEC IAPD

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