MEREDITH, KAREN ANN
Legal name: KAREN A. MEREDITH, CPA D/B/A MEREDITH & ASSOCIATES
CRD #138543 SEC #801-66265 IRVING, TX 214-492-1986
SEC Registered
Total AUM
$30M
Discretionary
$0
Employees
--
Clients
25
Accounts
50
Firm Details
- Organization Type
- Sole Proprietorship
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 27, 2006
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MEREDITH, KAREN, ANN | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| MEREDITH, KAREN, ANN | I | OWNER | E | Control |
| MEREDITH, KAREN, ANN | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| MEREDITH, KAREN, ANN | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 27, 2006 REGISTERED
Notice Filings (1)
TX
Address
251 O'CONNOR RIDGE BLVD.SUITE 370
IRVING, TX 75038-6525
USA
Phone: 214-492-1986