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Patrick Adam Doss

Meyers Wealth Management, LLC

Columbus, OH

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Current Employers
Meyers Wealth Management, Llc

5005 Horizons Drive Suite 200, Columbus, OH 43220 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2018-01-17
  • OH RA
    APPROVED
    Since 2018-01-17

Branch Locations

5005 Horizons Drive Suite 200, Columbus, OH 43220 • 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
Wells Fargo Advisors, Llc Columbus OH 07/2007 11/2016
Wells Fargo Clearing Services, Llc Columbus OH 11/2016 01/2018
Meyers Wealth Management, Llc Columbus OH 01/2018 Present
  • 07/2007 → 11/2016
    Wells Fargo Advisors, Llc
    Columbus, OH
  • 11/2016 → 01/2018
    Wells Fargo Clearing Services, Llc
    Columbus, OH
  • 01/2018 → Present
    Meyers Wealth Management, Llc
    Columbus, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-25
  • S66 Uniform Combined State Law Examination
    2019-03-25

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH
SIGNATURE EQUITY PARTNERS, LLC · Columbus, OH
STRATEGIC ADVISERS LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
W&S BROKERAGE SERVICES, INC. · Columbus, OH
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, OH

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