Ali Meshkati

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CRD#: 2623337

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.

Ali Meshkati was a registered financial professional .

Ali is a previously registered financial professional and started their career in finance in 1995. Ali had worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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.

SOL-PAK INC. VP OF SALES. MANUFACTURING BUSINESS. INVOLVED SINCE 10/2008. 80-100 HOURS PER MONTH DEVOTED. Zenolytics, A WEBSITE PROVIDING ANALYSIS AND COMMENTARY REGARDING THE FINANCIAL MARKETS.

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

March 25, 2013 - May 15, 2022

T11 CAPITAL MANAGEMENT

RIA

CRD#: 166939

IRVINE, CA

Past

December 14, 2001 - February 19, 2006

TRILLIAN CAPITAL MANAGEMENT LLC

RIA

CRD#: 134382

SAN DIEGO, CA

Past

April 6, 2001 - December 5, 2001

QUEST CAPITAL STRATEGIES, INC.

CRD#: 16783

LAGUNA HILLS, CA

Past

April 28, 1998 - June 28, 1999

BA INVESTMENT SERVICES, INC.

CRD#: 12965

OAKLAND, CA

Past

January 16, 1996 - March 20, 1998

TD AMERITRADE, INC.

CRD#: 7870

OMAHA, NE

Past

August 24, 1995 - December 22, 1995

INTERFIRST CAPITAL CORPORATION

CRD#: 7659

LOS ANGELES, CA

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

IAR

Series 65

Date: 1/30/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/25/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/23/1995

General Securities Representative Examination

Current Firm

T11 CAPITAL MANAGEMENT

CRD#: 166939 / SEC#:

California

Registered Investment Advisory firm - (5/15/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

One Park Plaza Suite 600, Irvine, CA 92614

Mailing Address

26895 Aliso Creek Rd B50, Aliso Viejo, CA 92656

Phone number

(949) 441-5152

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Exempt reporting advisers

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.

SEC / JURISDICTION	REPORTING STATUS	EFFECTIVE DATE
California	ERA - Active	5/17/2022

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.

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Ali Meshkati

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

T11 CAPITAL MANAGEMENT

TRILLIAN CAPITAL MANAGEMENT LLC

QUEST CAPITAL STRATEGIES, INC.

BA INVESTMENT SERVICES, INC.

TD AMERITRADE, INC.

INTERFIRST CAPITAL CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 1/30/2013

Series 63

Date: 8/25/1995

Series 7

Date: 8/23/1995

Current Firm

T11 CAPITAL MANAGEMENT

Contact information

Documents

Exempt reporting advisers

Red Flags

Company Information

T11 CAPITAL MANAGEMENT

TRUST BUT VERIFY

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