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Brian Michael Megibow

Broaden Wealth LLC

Fort Myers, FL

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Current Employers
Broaden Wealth Llc

13461 Parker Commons Blvd Suite 206, Fort Myers, FL 33912 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-02-03
FL RA APPROVED 2025-11-14
  • TX RA
    APPROVED_RES
    Since 2026-02-03
  • FL RA
    APPROVED
    Since 2025-11-14

Branch Locations

13461 Parker Commons Blvd Suite 206, Fort Myers, FL 33912 • 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 No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Suntrust Investment Services Atlanta GA 03/2005 06/2017
Ameriprise Fort Myers FL 02/2017 01/2025
Four Star Wealth Fort Myers FL 01/2025 02/2025
Ausdale Financial Davenport IA 03/2025 05/2025
Broaden Wealth Llc Fort Myers FL 08/2025 Present
  • 03/2005 → 06/2017
    Suntrust Investment Services
    Atlanta, GA
  • 02/2017 → 01/2025
    Ameriprise
    Fort Myers, FL
  • 01/2025 → 02/2025
    Four Star Wealth
    Fort Myers, FL
  • 03/2025 → 05/2025
    Ausdale Financial
    Davenport, IA
  • 08/2025 → Present
    Broaden Wealth Llc
    Fort Myers, FL
Previous Registrations
  • 2025-01-29 → 2025-03-05
    Fourstar Wealth Advisors, Llc
    Fort Myers, FL
    Chicago, IL
  • 2017-05-25 → 2025-01-16
    Ameriprise Financial Services, Llc
    Fort Myers, FL
    Fort Myers, FL
    Fort Myers, FL
  • 2016-11-07 → 2017-06-01
    Truist Advisory Services, Inc.
    Tampa, FL
    Fort Myers, FL
    St. Petersburg, FL
  • 2005-05-12 → 2016-12-31
    Truist Investment Services, Inc.
    Fort Myers, FL
    Fort Myers, FL
    Fort Myers, FL
    Fort Myers, FL
    Fort Myers, FL
    Fort Myers, FL
    Fort Myers, FL
    Lehigh Acres, FL
    Sanibel, FL
    Fort Myers, FL
    Fort Myers, FL
    Fort Myers, FL
    Fort Myers, FL
    Fort Myers, FL
    Fort Myers, FL
    Fort Myers, FL
    Fort Myers, FL
    Fort Myers, FL
    Fort Myers, FL
    Lehigh Acres, FL
    Fort Myers, FL
    Tampa, FL
    Saint Petersburg, FL
  • 2003-10-16 → 2005-01-24
    Amsouth Investment Management Company Llc
    Fort Myers, FL
  • 2003-03-14 → 2003-10-15
    Amsouth Investment Services, Inc.
    Ft. Myers, FL
Other Businesses

-independent licensed insurance agent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-04-07
  • S66 Uniform Combined State Law Examination
    1999-04-07

View on SEC IAPD

Other Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
UBS FINANCIAL SERVICES INC.
LPL FINANCIAL LLC
SANCTUARY ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
CHARLES SCHWAB & CO., INC.

Other Investors

DAVID JONATHAN MORELAND
Elizabeth Diane Scoggins
Devin Reich
WILLIAM CARR WHITE
JACQUELINE ANNETTE WEBSTER
SCOTT MICHAEL KLEIN
JEFFREY STUART MALAVSKY
WILLIAM HERBERT WHITE

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · FORT MYERS, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Fort Myers, FL
BANKERS LIFE ADVISORY SERVICES, INC. · Fort Myers, FL
UBS FINANCIAL SERVICES INC. · FORT MYERS, FL
LPL FINANCIAL LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
TRUIST ADVISORY SERVICES, INC. · FORT MYERS, FL

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