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Investment Adviser Firm Summary

COBURN & MEREDITH, INC. (CRD# 164 / SEC# 8-2474, 801-69509)
Alternate Names: COBURN & MEREDITH, INC. , JT COVILL INVESTMENT ADVISORY , MINOT ASSET MANAGEMENT LLC , SAFIR INVESTMENTS LLC

The adviser's REGISTRATION status is listed below.


This adviser is also a brokerage firm

REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 09/02/2008
California Terminated 09/23/2008
Connecticut Terminated 09/23/2008
Florida Terminated 09/23/2008
Kentucky Terminated 10/01/2008
Maryland Terminated 10/14/2008
New Hampshire Terminated 09/23/2008
Rhode Island Terminated 09/23/2008
Virginia Terminated 09/23/2008

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
California 10/26/2007
Colorado 02/03/2009
Connecticut 09/02/2008
Delaware 02/10/2009
District of Columbia 09/02/2008
Florida 09/02/2008
Georgia 08/16/2017
Illinois 02/03/2009
Kansas 09/02/2008
Kentucky 09/02/2008
Maryland 09/02/2008
Massachusetts 09/02/2008
Minnesota 02/03/2009
Missouri 02/03/2009
New Hampshire 09/02/2008
New Jersey 05/09/2013
New Mexico 02/03/2009
New York 02/03/2009
North Carolina 09/02/2008
Ohio 09/24/2008
Pennsylvania 09/02/2008
Rhode Island 09/02/2008
South Carolina 09/02/2008
Texas 09/02/2008
Vermont 02/03/2009
Virgin Islands 11/10/2016
Virginia 09/02/2008
West Virginia 02/03/2009

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser