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.

Current firm

ALLVET FINANCIAL

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2009earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65

First exam

Dec 21, 2022

First registration

Jan 13, 2023

Dual registered

no

Other names

Meredith Leigh Bailey

IAPD individual key

7681191

• Occurred

  Jun 2, 2025
  Advisor changed firm

  Meredith Bailey Jones left Slp Wealth for Allvet Financial (registered 2025-06-10)

  Form ADVobserved 5 days ago
• Occurred

  Jul 25, 2023
  Advisor changed firm

  Meredith Bailey Jones left Vincere Wealth Management, Llc for Slp Wealth (registered 2023-08-07)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a62da1fb-7e39-3a43-c6c1-57ef31d0e1da

First observed

Jan 13, 2023

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.