Michael Paul Mcmeans

Current Employers

Employment History

• 06/2010 → 03/2019
  Infinex Investments, Inc.
  Meriden, CT
• 03/2019 → 09/2020
  Securities Service Network
  Columbus, OH
• 03/2019 → 09/2020
  Ssn Advisory Inc
  Columbus, OH
• 09/2020 → 06/2024
  Securities America, Inc.
  Columbus, OH
• 09/2020 → 06/2024
  Securities America Advisors, Inc.
  Columbus, OH
• 06/2024 → 03/2025
  Osaic Wealth, Inc.
  Columbus, OH
• 06/2024 → 03/2025
  Osaic Wealth, Inc.
  Columbus, OH
• 03/2025 → Present
  Kestra Investment Services, Llc
  Columbus, OH
• 03/2025 → Present
  Kestra Advisory Services, Llc
  Columbus, OH

Previous Registrations

• 2024-06-14 → 2025-03-14
  Osaic Wealth, Inc.
  Columbus, OH
• 2020-09-18 → 2024-06-14
  Securities America Advisors, Inc.
  Columbus, OH
• 2019-03-01 → 2020-09-18
  Ssn Advisory, Inc.
  Columbus, OH
• 2010-06-14 → 2019-03-01
  Osaic Institutions, Inc.
  Upper Arlington, OH
  Worthington, OH
  Meriden, CT
  Hilliard, OH
  Columbus, OH
  Kenton, OH
  Worthington, OH
  Bellefontaine, OH
  Ada, OH
  Bellefontaine, OH
  Westerville, OH
  Marysville, OH
  Columbus, OH
• 2007-07-26 → 2010-06-15
  Edward Jones
  Worthington, OH
  Westerville, OH
  St Louis, MO

Other Businesses

Bus Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes, #OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/05/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Bus Name: SILVERLING FINANCIAL POSITION: President/Owner NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes, # OF HOURS: 40 SECURITIES TRADING HOURS: 32 START DATE: 03/05/2025 ADDRESS: 1880 Mackenzie Drive, Suite 102, Columbus OH 43220, United States DESCRIPTION: Solution for RIA through Kestra Bus Name: FRANKLIN COUNTY REPUBLICAN CENTRAL COMMITTEE POSITION: Central Committee Member NATURE: Political INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: 1561 Old Leonard Avenue, Columbus OH 43219, United States DESCRIPTION: Show up for meetings quarterly and vote for or against candidates and issues pertaining to the county (Franklin) Bus Name: THE GREATER WORTHINGTON AREA REAL ESTATE ASSOCIATION POSITION: Member NATURE: Marketing INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2019 ADDRESS: 7800 Olentangy River Road, Columbus OH 43235, United States DESCRIPTION: attend meetings 1-2 times a month Bus Name: HIGHLAND CAPITAL BROKERAGE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2011 ADDRESS: 3535 Grandview Parkway, Suite 500, Birmingham AL 35243, United States DESCRIPTION: Use Highland to help shop and price the insurance marketplace and send non-variable business through their enterprise Bus Name: CENTRAL OHIO FINANCIAL PLANNING ASSOCIATION POSITION: Partnerships Director, Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: Yes # OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2020 ADDRESS: 2001 Crocker Road, Suite 510, Westlake OH 44145, United States DESCRIPTION: Interact with wholesalers and those who may be interested in supporting the organization to participate in monthly meetings and events Bus Name: CENTRAL OHIO BUSINESS BUILDERS (COBB) POSITION: Member NATURE: Networking INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/21/2020 ADDRESS: 272 East Schrock Road, Westerville OH 43081, United States DESCRIPTION: attend weekly meetings as part of membership Bus Name: OHIO COMMERCIAL REAL ESTATE EXCHANGORS (OCREE) POSITION: Affiliate Member NATURE: Networking INVESTMENT RELATED: No # OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 08/01/2022 ADDRESS: P.O. Box 48, Louisville OH 43071, United States DESCRIPTION: Attend twice monthly Bus Name: M&T INVESTMENTS CORP LLC POSITION: Owner/President NATURE: Real Estate INVESTMENT RELATED: Yes, # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2018 ADDRESS: 3850 Smiley Road, Hilliard OH 43026, United States DESCRIPTION: The purchase, sale, management and acquisition of real estate solely or in partnership; no assets held at this time Bus Name: FINANCIAL PLANNING ASSOCIATION POSITION: Task Force Chair NATURE: Trade Organization INVESTMENT RELATED: Yes, # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2021 ADDRESS: 1290 Broadway, Suite 1625, Denver CO 80203, United States DESCRIPTION: Help out through leading events development group for National Association Bus Name: MCMEANS FOR TRUSTEE POSITION: Trustee/Candidate NATURE: Township Trustee INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 5 START DATE: 08/18/2025 ADDRESS: 3850 Smiley Road, Hilliard OH 43026, United States DESCRIPTION: Run the campaign and manage donations as well as manage website and communications pertaining to township matters.

Exams

• S66 Uniform Combined State Law Examination
  2007-07-13

Designations

Other Names

• Michael Paul Roberts