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Meribah E. Garbin

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CRD#: 1066449
MG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Meribah Enn Garbin, who also goes by Meribah E Bodack, was a registered financial professional .

Meribah is a previously registered financial professional and started their career in finance in 1982. Meribah had worked at 5 firms and has passed the Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Meribah E Bodack

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 4, 2011 - February 21, 2012

DALTON STRATEGIC INVESTMENT SERVICES INC.

BD
CRD#: 23485
SOUTHFIELD, MI
Past

March 2, 1994 - December 31, 2010

HAAS FINANCIAL PRODUCTS, INC.

BD
CRD#: 24181
SOUTHFIELD, MI
Past

June 25, 1986 - January 20, 1994

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 5496
WELLESLEY HILLS, MA
Past

March 21, 1985 - June 27, 1986

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
Past

November 1, 1982 - February 15, 1984

VP DISTRIBUTORS LLC

BD
CRD#: 3036

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 11/19/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


DS
DALTON STRATEGIC INVESTMENT SERVICES INC.
DALTON STRATEGIC INVESTMENT SERVICES INC.

CRD#: 23485 / SEC#: , 8-40545

BD
Terminated by SEC on 03/30/2015
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Contact information


Main Address
Mailing Address
Phone number
Established
Indiana since 05/19/1988
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
DALTON, STEVEN MARKCHIEF COMPLIANCE OFFICER1059214
DALTON, STEVEN MARKPRESIDENT1059214

Disclosures


Regulatory Event3
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


DALTON STRATEGIC INVESTMENT SERVICES INC.

CRD#: 23485

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