MEREDITH DENISE SIMS is an investment adviser representative (IAR) with state registration records since 2007, appearing at 5 firms. Currently registered with CL WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CL WEALTH MANAGEMENT LLC | 2021-06-24 | present | Yes |
| SB ADVISORY, LLC | 2021-01-13 | 2021-08-11 | — |
| SB ADVISORY, LLC | 2015-01-13 | 2020-12-31 | — |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | 2012-09-05 | 2014-12-31 | — |
| KOVACK ADVISORS, INC. | 2010-02-01 | 2012-08-21 | — |
| INVESTMENT ADVISORS INTERNATIONAL, INC. | 2007-08-15 | 2010-01-25 | — |