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5005 Horizons Drive Suite 200, Columbus, OH 43220 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-01-17 |
Branch Locations
5005 Horizons Drive Suite 200, Columbus, OH 43220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Columbus | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Columbus | OH | 11/2016 | 01/2018 |
| Meyers Wealth Management, Llc | Columbus | OH | 01/2018 | Present |
MEYFORD LLC - INVESTMENT RELATED - COLUMBUS, OH - RENTAL UNITS FOR OSU STUDENTS. 10% OWNER. START: 1/1/2013. 0 HRS PER MONTH. DUTIES: NONE. RENTAL PROPERTY; INV RELATED; KIAWAH ISLAND; SC; RESORT PROPERTY; 100% OWNERSHIP WITH SPOUSE; START 10/15/2015; 0 HOURS PER MONTH, 0 DURING TRADING; NO DUTIES, MANAGED BY RESORT. TRUSTEE FOR NEPHEW'S TRUST; INV. RELATED; COLUMBUS, OH; START DATE 12/15/2016; 0 HRS PER MONTH. TRUSTEE FOR NIECE'S TRUST; INV. RELATED; COLUMBUS, OH; START DATE 12/15/2016; 0 HRS PER MONTH. TRUSTEE FOR NEPHEW'S TRUST; INV. RELATED; COLUMBUS, OH; START DATE 12/15/2016; 0 HRS PER MONTH. TRUSTEE FOR NIECE'S TRUST; INV. RELATED; COLUMBUS, OH; START DATE 12/15/2016; 0 HRS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-11 |
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