Ethan J. Meikle

INTIRETY

Shelah, WA

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CRD#: 6422756

Professional summary

Ethan James Meikle, who also goes by Ethan Meikle, is a registered financial advisor currently at INTIRETY, LLC located in Shelah, Washington.

Ethan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Ethan has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ethan Meikle

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.

ASSISTANT TRACK COACH. SELAH SCHOOL DISTRICT, 104 W NACHES AVE SUITE H, SELAH, WA 98942. YEARLY COMPENSATION 2000, 50 HOURS PER MONTH. INSURANCE LICENSED. LIFE, HEALTH, LTC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ethan James Meikle'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

December 8, 2020 - Present

INTIRETY, LLC

RIA

CRD#: 306315

Shelah, WA

Past

October 1, 2018 - December 14, 2020

GWN SECURITIES INC.

RIA

CRD#: 128929

SELAH, WA

Past

October 1, 2018 - December 14, 2020

GWN SECURITIES INC.

CRD#: 128929

SELAH, WA

Past

September 10, 2015 - October 9, 2018

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

BELLEVUE, WA

Past

January 12, 2015 - October 9, 2018

EQUITABLE ADVISORS, LLC

CRD#: 6627

BELLEVUE, WA

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

Washington
(12/8/2020)

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 66

Date: 8/27/2015

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/20/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/12/2015

General Securities Representative Examination

Current Firm

INTIRETY, LLC

INTIRETY, LLC | SCENIC FINANCIAL | OPAL WEALTH STRATEGIES

CRD#: 306315 / SEC#:

California

Registered Investment Advisory firm - (3/18/2022 Approved)

Washington

Registered Investment Advisory firm - (11/2/2020 Approved)

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Contact information

Main Address

10900 Ne 4th Street Suite 2300, Bellevue, WA 98004

Mailing Address

Phone number

(425) 505-0400

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	980
AUM (Assets Under Management)	$ 73,600,000

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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Ethan J. Meikle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ethan James Meikle's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTIRETY, LLC

GWN SECURITIES INC.

GWN SECURITIES INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/27/2015

Series 63

Date: 1/20/2015

SIE

Date: 10/1/2018

Series 7

Date: 1/12/2015

Current Firm

INTIRETY, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTIRETY, LLC

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