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Akbar Meherali

Raymond James & Associates, Inc.

Houston, TX

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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-05-21
  • TX RA
    APPROVED
    Since 2024-05-21

Branch Locations

5847 San Felipe Street Ste 3900, Houston, TX 77057 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Scottrade, Inc. Katy TX 06/2002 07/2020
Td Ameritrade, Inc. Houston TX 02/2018 07/2020
Td Ameritrade Investment Management, Llc Omaha NE 02/2018 07/2020
Ubs Financial Services Inc. Houston TX 07/2020 05/2024
Raymond James & Associates Houston TX 05/2024 Present
  • 06/2002 → 07/2020
    Scottrade, Inc.
    Katy, TX
  • 02/2018 → 07/2020
    Td Ameritrade, Inc.
    Houston, TX
  • 02/2018 → 07/2020
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 07/2020 → 05/2024
    Ubs Financial Services Inc.
    Houston, TX
  • 05/2024 → Present
    Raymond James & Associates
    Houston, TX
Previous Registrations
  • 2020-08-03 → 2024-05-21
    Ubs Financial Services Inc.
    Houston, TX
    Weehawken, NJ
  • 2018-02-27 → 2020-04-28
    Td Ameritrade, Inc.
    Houston, TX
  • 2018-02-26 → 2020-04-28
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Houston, TX
  • 2017-03-24 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-24
S63 Uniform Securities Agent State Law Examination 2002-11-25
  • S66 Uniform Combined State Law Examination
    2017-03-24
  • S63 Uniform Securities Agent State Law Examination
    2002-11-25
Other Names
  • Akbar Sundergi
  • Akbar Meherali Sundergi
  • Andy Meherali

View on SEC IAPD

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Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

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