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Marybeth Christine Meyer

Bona Fide Wealth

Austin, TX

CRD 4831666

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Employer firm

Bona Fide Wealth CRD 330982

$144M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Bona Fide Wealth

Austin, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-05-03
  • TX RA
    APPROVED
    Since 2024-05-03

Branch Locations

Austin, TX • 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
Austin Asset Austin TX 11/2009 05/2021
Ml&R Wealth Management Llc Austin TX 06/2021 03/2024
Bona Fide Wealth Austin TX 03/2024 Present
  • 11/2009 → 05/2021
    Austin Asset
    Austin, TX
  • 06/2021 → 03/2024
    Ml&R Wealth Management Llc
    Austin, TX
  • 03/2024 → Present
    Bona Fide Wealth
    Austin, TX
Previous Registrations
  • 2021-06-10 → 2024-03-05
    Ml&R Wealth Management Llc
    Austin, TX
  • 2011-02-18 → 2021-05-10
    Austin Asset
    Austin, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-07-23
  • S63 Uniform Securities Agent State Law Examination
    2004-07-23
Designations
  • Certified Financial Planner

View on SEC IAPD

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