Megan Lynn Plapp
Professional Summary
Megan Lynn Plapp, who also goes by Megan Lynn Kennedy, Megan Lynn Robinson, is a registered financial advisor currently at VANDERBILT SECURITIES, LLC located in Woodbury, New York and IMPACTU.INVESTMENTS, LLC located in Woodbury, New York. Megan is registered as a RR (Registered Representative) and started their career in finance in 2018. Megan has worked at 3 firms and has passed the Series 99TO, SIE and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Megan Lynn Kennedy, Megan Lynn Robinson
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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 on record.
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Years of Experience
8 years in the financial services industry
Current & Past Employments
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Current Firm
ARK GLOBAL | VANDERBILT FINANCIAL GROUP | ARK GLOBAL, LLC
Contact Information
Main Address
125 Froelich Farms Blvd., Weston, MA 11797Mailing Address
125 Froelich Farms Blvd. Suite 6, Woodbury, NY 11797Phone Number
(800) 676-2921Established
Massachusetts since 02/07/2007Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
Small# of Employees
7FINRA licenses (13 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| DISTANTE, HEIDI T | LIMITED PARTNER | — |
| IMPACTU INVESTMENTS LLC | MANAGEMENT COMPANY | — |
| ANTENOR, JR, DANIEL | CHIEF OPERATIONS OFFICER | 5839052 |
| DISTANTE, STEPHEN ALFRED | CEO | 2206574 |
| PLAPP, MEGAN LYNN | FINOP, POO, PFO, CFO | 6790596 |
| THOMAS, MICHELLE DENISE | CHIEF COMPLIANCE OFFICER | 2210435 |
| TRIFILETTI, JOSEPH JOHN | PRESIDENT | 5295897 |
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Megan Lynn Plapp's CRS (Customer Relationship Summary).
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