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MS

Meghan C. Siripurapu

INDEPENDENCE POINT SECURITIES LLC
Park City, UT 84060
Some features on this profile are disabled
CRD#: 5189150
MS

Professional summary

Meghan C Siripurapu, who also goes by Meghan Ajit Chikarmane, Meghan A Chikarmare, Meghan Chikarmane Siripurapu, is a registered financial professional currently at INDEPENDENCE POINT SECURITIES LLC located in Park City, Utah.

Meghan is registered as a RR (Registered Representative) and started their career in finance in 2006. Meghan has worked at 3 firms and has passed the Series 63, Series 99TO, Series 79TO, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Meghan Ajit Chikarmane | Meghan A Chikarmare | Meghan Chikarmane Siripurapu

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) - BD

Click below to view Meghan C Siripurapu's CRS (Customer Relationship Summary).

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

Current

May 17, 2022 - Present

INDEPENDENCE POINT SECURITIES LLC

Office #1: 50 Shadow Ridge #118 D, Park City, UT 84060
BD
CRD#: 318171
Park City, UT
Past

May 14, 2021 - January 8, 2022

MERAKI GLOBAL ADVISORS LLC

BD
CRD#: 297930
PARK CITY, UT
Past

September 11, 2006 - May 28, 2015

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(4/4/2024)
RR
New York
(8/22/2022)
RR
Utah
(7/15/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 4/22/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 3/18/2024
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 8/27/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 9/8/2006
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/8/2024
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

IP
INDEPENDENCE POINT SECURITIES LLC
INDEPENDENCE POINT SECURITIES | INDEPENDENCE POINT SECURITIES, LLC | INDEPENDENCE POINT SECURITIES LLC

CRD#: 318171 / SEC#: , 8-70853

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
101 Greenwich Street Suite 1202, New York, NY 10006
Mailing Address
101 Greenwich Street Suite 1202, New York, NY 10006
Phone number
(212) 468-5850
Established
Delaware since 11/23/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
INDEPENDENCE POINT ADVISORS LLCSOLE MEMBER
BLANCO MARQUEZ, ADRIANA GRISELLECHIEF COMPLIANCE OFFICER7778003
CLARKE WOLFF, ANNECHIEF EXECUTIVE OFFICER1983092
ROSENBERG, JULIE SUZANNESENIOR CONTROLLER & FINOP/PFO/POO4960894

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

INDEPENDENCE POINT SECURITIES LLC

CRD#: 318171Park City, UT 84060

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