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Stephen Todd Van Der Meid

Rhino Wealth Management

Belmont, NC

CRD 4816885

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Employer firm

Rhino Wealth Management CRD 171388

$81.4M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Rhino Wealth Management

32 N. Main St. Ste. 203, Belmont, NC 28012 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-04-19
TX RA APPROVED 2020-08-13
SC RA APPROVED 2017-05-24
NC RA APPROVED 2014-06-19
  • FL RA
    APPROVED
    Since 2023-04-19
  • TX RA
    APPROVED
    Since 2020-08-13
  • SC RA
    APPROVED
    Since 2017-05-24
  • NC RA
    APPROVED
    Since 2014-06-19

Branch Locations

32 N. Main St. Ste. 203, Belmont, NC 28012 • 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
Lpl Financial, Llc Belmont NC 10/2005 10/2017
Rhino Wealth Management, Llc Belmont NC 06/2014 Present
  • 10/2005 → 10/2017
    Lpl Financial, Llc
    Belmont, NC
  • 06/2014 → Present
    Rhino Wealth Management, Llc
    Belmont, NC
Previous Registrations
  • 2005-11-02 → 2014-06-11
    Lpl Financial Llc
    Belmont, NC
    Mount Holly, NC
    Belmont, NC
  • 2004-07-09 → 2005-11-01
    Raymond James Financial Services, Inc.
    Belmont, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-07-06
  • S66 Uniform Combined State Law Examination
    2004-07-06
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Nearby Investors

Elizabeth A Bartunek
Mark E Lucas
PATRICK CAREY OWENS

Nearby Offices

J.P. MORGAN SECURITIES LLC · Belmont, NC
WELLS FARGO CLEARING SERVICES, LLC · BELMONT, NC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Belmont, NC

More in Belmont, NC

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