# MEREDITH DENISE SIMS

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CL WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/134922) | 2021-06-24 | present | Yes |
| [SB ADVISORY, LLC](https://search.stillhousedata.com/firm/154680) | 2021-01-13 | 2021-08-11 | — |
| [SB ADVISORY, LLC](https://search.stillhousedata.com/firm/154680) | 2015-01-13 | 2020-12-31 | — |
| [TRANSAMERICA FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/16164) | 2012-09-05 | 2014-12-31 | — |
| [KOVACK ADVISORS, INC.](https://search.stillhousedata.com/firm/140808) | 2010-02-01 | 2012-08-21 | — |
| [INVESTMENT ADVISORS INTERNATIONAL, INC.](https://search.stillhousedata.com/firm/139233) | 2007-08-15 | 2010-01-25 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4788917)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4788917.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.