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Chad Thomas Majors

Next Level Wealth Planning, LLC

Meridian, ID

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Current Employers
Next Level Wealth Planning, Llc

1817 N Lakes Place Ste 150, Meridian, ID 83646 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-10-04
OR RA APPROVED 2023-10-04
CO RA APPROVED 2023-10-03
WA RA APPROVED 2023-10-03
CA RA APPROVED 2023-10-02
ID RA APPROVED 2023-10-02
TX RA APPROVED 2023-10-02
UT RA APPROVED 2023-10-02
  • AZ RA
    APPROVED
    Since 2023-10-04
  • OR RA
    APPROVED
    Since 2023-10-04
  • CO RA
    APPROVED
    Since 2023-10-03
  • WA RA
    APPROVED
    Since 2023-10-03
  • CA RA
    APPROVED
    Since 2023-10-02
  • ID RA
    APPROVED
    Since 2023-10-02
  • TX RA
    APPROVED
    Since 2023-10-02
  • UT RA
    APPROVED
    Since 2023-10-02

Branch Locations

1817 N Lakes Place Ste 150, Meridian, ID 83646 • 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
Raymond James Financial Services, Inc. Meridian ID 10/2005 10/2023
Majors Financial Group Meridian ID 10/2005 Present
Next Level Financial Planning Meridian ID 10/2023 Present
  • 10/2005 → 10/2023
    Raymond James Financial Services, Inc.
    Meridian, ID
  • 10/2005 → Present
    Majors Financial Group
    Meridian, ID
  • 10/2023 → Present
    Next Level Financial Planning
    Meridian, ID
Previous Registrations
Other Businesses

(1)Name of Business: Address: 515 11th Avenue South, Nampa, ID, 83651, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/20/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Property for rent through VRBO and Air BNB for daily rental. (2)Name of Business: Majors Financial Group Address: 1817 N Lakes Place #150, Meridian, ID, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/01/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Passthrough Corporation for all expenses related to business (3)Name of Business: Next Level Financial Planning Address: 1817 N Lakes Pl Ste 150, Meridian, ID, 83646, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/12/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-22
S63 Uniform Securities Agent State Law Examination 2002-06-06
  • S65 Uniform Investment Adviser Law Examination
    2020-10-22
  • S63 Uniform Securities Agent State Law Examination
    2002-06-06

View on SEC IAPD

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