Meghan Tapia has been an investment adviser representative at Pax Financial Group since December 2024, and is not listed among the firm’s executive officers or direct owners.
Pax Financial Group, LLC is a San Antonio, TX firm with $747M under management, 1,350 clients and 11 advisers across 3 offices, as of its June 2026 filing.
- Pax Financial GroupCurrent– present · 1 yearSan Antonio, TX · Adviser representative · Firm CRD 284164
Investment adviser representative registrations
Meghan Tapia is registered as an investment adviser representative in Texas, since December 2024.
- TexasSince 21 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 December 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 1 November 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 September 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Meghan Marie Tapia
- CRD
- 6035869
- Firm
- Pax Financial Group · CRD 284164
- Office
- 270 NORTH LOOP 1604 EAST, SUITE 200, San Antonio, TX 78232
- Registration
- Investment adviser registration
- In the industry since
- September 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Meghan Tapia work?
Meghan Tapia is an investment adviser representative registered through Pax Financial Group, LLC since December 2024, and is not listed among the firm’s executive officers or direct owners.
Is Meghan Tapia a financial advisor?
Yes. Meghan Tapia has a current investment-adviser registration in Texas, through Pax Financial Group since December 2024.
How many years of experience does Meghan Tapia have?
Meghan Tapia has 10 years in the financial industry, since September 2016, across 1 adviser firm.
What exams has Meghan Tapia passed?
Meghan Tapia has passed 3 licensing exams: the Series 63, Series 6 and Series 65. The earliest, the Series 63, was passed in September 2013. FINRA credited Meghan Tapia with the SIE, which began in October 2018.
Where is Meghan Tapia based?
Meghan Tapia’s registered office is in San Antonio, TX.
Is Meghan Tapia registered with FINRA?
No. Meghan Tapia has no current broker registration.
How can I verify Meghan Tapia’s record?
Search CRD 6035869 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Meghan Tapia’s full registration record.
