Joe David Myers

Current Employers

Ipi Wealth Management, Inc.

226 W. Eldorado, Decatur, IL 62522 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2020-03-31

AZ RA
APPROVED

Since 2020-03-31

Branch Locations

Surprise, AZ • United States

226 W. Eldorado, Decatur, IL 62522 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Independent Financial Group	Surprise	AZ	03/2013	03/2020
Investment Planners, Inc.	Decatur	IL	03/2020	Present

03/2013 → 03/2020

Independent Financial Group

Surprise, AZ
03/2020 → Present

Investment Planners, Inc.

Decatur, IL

Previous Registrations

2013-04-25 → 2020-03-31

Independent Financial Group, Llc

San Diego, CA

Surprise, AZ
2007-09-20 → 2013-04-17

Prospera Financial Services, Inc.

Glasgow, KY

Dallas, TX

Bowling Green, KY

Surprise, AZ
1994-08-09 → 2007-09-11

Lpl Financial Llc

Bowling Green, KY

Glasgow, KY

Bowling Green, KY

Owasso, OK

Other Businesses

100% OWNER OF "MYERS INVESTMENT GROUP," OFFERING SECURITIES, FIXED ANNUITIES LONG TERM CARE AND LIFE INSURANCE SINCE 1994. INVESTMENT RELATED. 5% TIME SPENT. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-03-23
S63	Uniform Securities Agent State Law Examination	1988-09-16

S66 Uniform Combined State Law Examination

2010-03-23
S63 Uniform Securities Agent State Law Examination

1988-09-16

Other Names

Joe David Myers
Joe David Myers
Joe David Myers
Joe David Myers
Joe David Myers

View on SEC IAPD