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Gregory A Myers

Financial Partners, LLC

Santa Fe, NM

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Current Employers
Financial Partners, Llc

613 Old Santa Fe Trail, Santa Fe, NM 87505 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2024-03-08
  • NM RA
    APPROVED
    Since 2024-03-08

Branch Locations

613 Old Santa Fe Trail, Santa Fe, NM 87505 • 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
Charles Schwab & Co., Inc. Santa Fe NM 02/2007 12/2019
Charles Schwab Bank Santa Fe NM 10/2013 12/2019
Unemployed Santa Fe NM 12/2019 04/2021
Bbva Usa Inc Birmingham AL 04/2021 08/2021
Bbva Insurance Agency Inc Bernalillo NM 04/2021 08/2021
Bbva Securities Inc. Bernalillo NM 04/2021 08/2021
Bbva Wealth Solutions, Inc Bernalillo NM 04/2021 08/2021
Pnc Investments Austin TX 08/2021 10/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 11/2022 02/2024
Bank Of America, N.A. Austin TX 01/2023 02/2024
Financial Partners, Llc Sante Fe NM 02/2024 Present
  • 02/2007 → 12/2019
    Santa Fe, NM
  • 10/2013 → 12/2019
    Charles Schwab Bank
    Santa Fe, NM
  • 12/2019 → 04/2021
    Unemployed
    Santa Fe, NM
  • 04/2021 → 08/2021
    Bbva Usa Inc
    Birmingham, AL
  • 04/2021 → 08/2021
    Bbva Insurance Agency Inc
    Bernalillo, NM
  • 04/2021 → 08/2021
    Bbva Securities Inc.
    Bernalillo, NM
  • 04/2021 → 08/2021
    Bbva Wealth Solutions, Inc
    Bernalillo, NM
  • 08/2021 → 10/2022
    Pnc Investments
    Austin, TX
  • 11/2022 → 02/2024
    Austin, TX
  • 01/2023 → 02/2024
    Bank Of America, N.A.
    Austin, TX
  • 02/2024 → Present
    Sante Fe, NM
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-04-08
  • S66 Uniform Combined State Law Examination
    2003-04-08
Designations
Other Names
  • Greg Adam Myers
  • Gregory Adam Myers
  • Gregory Myers
  • Greg Myers

View on SEC IAPD

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