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The Gregg e. Clarke and Tiffani R. Clarke Revocable Trust Dated 4/6/95

MemberMeritas Wealth Management, LLC

About The Gregg e. Clarke and Tiffani R. Clarke Revocable Trust Dated 4/6/95

The Gregg e. Clarke and Tiffani R. Clarke Revocable Trust Dated 4/6/95 is listed as Member at Meritas Wealth Management, LLC in San Rafael, CA. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Meritas Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does The Gregg e. Clarke and Tiffani R. Clarke Revocable Trust Dated 4/6/95 work?

The Gregg e. Clarke and Tiffani R. Clarke Revocable Trust Dated 4/6/95 is listed as Member at Meritas Wealth Management, LLC on SEC Form ADV.

How much of Meritas Wealth Management, LLC does The Gregg e. Clarke and Tiffani R. Clarke Revocable Trust Dated 4/6/95 own?

Form ADV reports a beneficial ownership band of 25-50%.

Meritas Wealth Management, LLC

TitleMember
Ownership25-50%
Control personYes
Since2014
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