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Mekalia Reid

CACHE SECURITIES
SAN FRANCISCO, CA
·CRD# 5535070·9 years experience

Professional Summary

Mekalia Reid, who also goes by Mekalia VIola Reid, Mekalia Viola Reid-gordon, is a registered financial advisor currently at CACHE SECURITIES LLC located in San Francisco, California. Mekalia is registered as a RR (Registered Representative) and started their career in finance in 2017. Mekalia has worked at 9 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 14 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Mekalia Viola Reid, Mekalia Viola Reid-Gordon

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

9 years in the financial services industry

Current & Past Employments

CACHE SECURITIES LLC·CRD# 319607
BD
921 Front St 2nd Floor, San Francisco, CA 94111
October 2, 2026 - Present
MOONFARE SECURITIES USA·CRD# 325838
BD
New York, NY
January 4, 2024 - October 2, 2026
CASTLEOAK SECURITIES, LP·CRD# 125334
BD
New York, NY
August 3, 2021 - November 7, 2022
CONNAUGHT (U.S.) LLC·CRD# 300401
BD
New York, NY
May 1, 2020 - July 30, 2021
HARVEST USA·CRD# 165614
BD
New York, NY
March 10, 2020 - May 11, 2020
MVISION PRIVATE EQUITY ADVISERS USA LLC·CRD# 122242
BD
New York, NY
July 16, 2018 - May 21, 2020
AFW ASSOCIATES LLC·CRD# 289429
BD
New York, NY
March 28, 2018 - July 30, 2021
TENEO SECURITIES LLC·CRD# 151256
BD
New York, NY
February 9, 2018 - July 20, 2021
INDEPENDENT BROKERAGE SOLUTIONS LLC·CRD# 153563
BD
New York, NY
June 12, 2017 - February 9, 2018

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Current Firm

CS
CACHE SECURITIES LLC

CACHE SECURITIES LLC | DOJIMA SERVICES LLC

CRD#: 319607 / SEC#: 8-70913
BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)

Contact Information

Main Address

921 Front St 2nd Floor, San Francisco, CA 94111

Mailing Address

921 Front St 2nd Floor, San Francisco, CA 94111

Phone Number

(650) 910-4454

Established

Delaware since 02/22/2022

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CACHE FINANCIALS, INC.SOLE MEMBER—
CROSS, ANNAFINOP, PRINCIPAL FINANCIAL OFFICER AND PRINCIPAL OPERATIONS OFFICER5894013
GARIBAY, ELISA MARIECHIEF EXECUTIVE OFFICER5154488
REID, MEKALIACHIEF COMPLIANCE OFFICER5535070

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(10/2/2026)
RR
New Jersey
(10/2/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2023About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2017About the Series 7 exam

Series 14 — Compliance Officer Examination

Passed Jan 2023About the Series 14 exam

Series 24 — General Securities Principal Examination

Passed May 2017About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Mekalia Reid's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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