David M. Meagher

FLYWAY ADVISORS

Davis, CA 95616

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CRD#: 5224534

Professional summary

David M Meagher is a registered financial advisor currently at FLYWAY ADVISORS located in Davis, California.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. David has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1) start date: 01/2024 - VP of Engineering at Fireclay Tile, not investment-related, 40 hours a week, Lead Technology Team 2) start date 09/2009 - CEO of RedTeal, Inc., not investment-related, 5 hours a week, Provide Technology consulting

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David M Meagher'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

November 9, 2023 - Present

FLYWAY ADVISORS

Office #1: 129 C Street, Ste 3, Davis, CA 95616

RIA

CRD#: 328938

Davis, CA

Past

September 29, 2023 - October 27, 2023

LPL FINANCIAL LLC

RIA

CRD#: 6413

WEST SACRAMENTO, CA

Past

September 29, 2023 - October 27, 2023

LPL FINANCIAL LLC

CRD#: 6413

WEST SACRAMENTO, CA

Past

February 21, 2023 - September 29, 2023

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

WEST SACRAMENTO, CA

Past

February 6, 2023 - September 29, 2023

SECURITIES AMERICA, INC.

CRD#: 10205

WEST SACRAMENTO, CA

Past

January 9, 2007 - December 31, 2010

LOGICTRADER LLC

RIA

CRD#: 142031

SAN DIEGO, CA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(11/9/2023)

IAR

Idaho
(12/6/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/19/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/9/2023

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/5/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/16/2022

Securities Industry Essentials Examination

Current Firm

FLYWAY ADVISORS

FLYWAY ADVISORS | REDTEAL, INC.

CRD#: 328938 / SEC#:

California

Registered Investment Advisory firm - (11/9/2023 Approved)

Idaho

Registered Investment Advisory firm - (12/5/2023 Approved)

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Contact information

Main Address

129 C Street, Ste 3, Davis, CA 95616

Mailing Address

Phone number

(858) 232-1910

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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David M. Meagher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David M Meagher's CRS (Customer Relationship Summary).

Certified licenses

Experience

FLYWAY ADVISORS

LPL FINANCIAL LLC

LPL FINANCIAL LLC

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

LOGICTRADER LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/19/2023

Series 63

Date: 2/9/2023

Series 7TO

Date: 2/5/2023

SIE

Date: 12/16/2022

Current Firm

FLYWAY ADVISORS

Contact information

Documents

Red Flags

Company Information

FLYWAY ADVISORS

TRUST BUT VERIFY

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