Sourcing
Firms
People
Sources
MEREDITH DENISE SIMS
C
19
IAR CRD 4788917
·
Industry start 2004-06-16
Identity
Legal name
MEREDITH DENISE SIMS
brokercheck
CRD
4788917
NPN
—
Career
Previous employments
IFS SECURITIES
2015-01-05
TRANSAMERICA FINANCIAL ADVISORS, INC
2012-09-05
▸ Show all (+6)
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Current branches
CABOT LODGE SECURITIES LLC
CL WEALTH MANAGEMENT LLC
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Designations
—
Education
—
BrokerCheck signals
Industry start
2004-06-16
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Est. age
44
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Age confidence
—
Est. birth year
1982
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BC active
Yes
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IA active
Yes
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Disclosures
No
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Private residence
Yes
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Firm affiliations
1
CL WEALTH MANAGEMENT LLC
IAR
CRD 134922