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Advisor at MERIDIAN INVESTMENT COUNSEL, INC.
LAFAYETTE, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MERIDIAN INVESTMENT COUNSEL, INC. | Independent wealth | Jun 22, 2022 | n/a | yes | LAFAYETTE, CA | Current employment |
| HC FINANCIAL ADVISORS INC | Former SEC adviser | Sep 16, 2011 | Apr 23, 2012 | no | LAFAYETTE, CA | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jun 20, 2005 | Jun 15, 2006 | no | SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HC FINANCIAL ADVISORS INC | MERIDIAN INVESTMENT COUNSEL, INC. | Apr 23, 2012 | Jun 22, 2022 | 3,712 | Firm change after gap | Other |
| UBS FINANCIAL SERVICES INC. | HC FINANCIAL ADVISORS INC | Jun 15, 2006 | Sep 16, 2011 | 1,919 | Firm change after gap | Other |