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Charles Nathan Meeks

Meeks Capital LLC

Winter Park, FL

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Current Employers
Meeks Capital Llc

1964 Howell Branch Road Suite 109, Winter Park, FL 32792 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-09
  • FL RA
    APPROVED
    Since 2026-01-09

Branch Locations

1964 Howell Branch Road Suite 109, Winter Park, FL 32792 • 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
Cetera Advisors Llc Denver CO 04/2015 08/2017
Cuso Financial Services, Lp San Diego CA 08/2017 08/2018
Fairwinds Credit Union Orlando FL 08/2017 08/2018
Meeks Capital, Llc Winter Park FL 08/2018 Present
  • 04/2015 → 08/2017
    Cetera Advisors Llc
    Denver, CO
  • 08/2017 → 08/2018
    Cuso Financial Services, Lp
    San Diego, CA
  • 08/2017 → 08/2018
    Fairwinds Credit Union
    Orlando, FL
  • 08/2018 → Present
    Winter Park, FL
Previous Registrations
  • 2017-08-25 → 2018-09-04
    Cuso Financial Services, L.P.
    Orlando, FL
  • 2015-04-29 → 2017-08-28
    Cetera Advisors Llc
    Maitland, FL
  • 2011-12-23 → 2015-05-04
    Waddell & Reed
    Maitland, FL
Other Businesses

09/2011 to Present Independent insurance agent. This is an investment-related business selling various insurance related products. Spends approximately 10% to 20% of time during business trading hours servicing the needs of insurance clients.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-22
  • S66 Uniform Combined State Law Examination
    2011-12-22
Designations
Other Names
  • Charles Meeks
  • Nathan Meeks
  • C Nathan Meeks

View on SEC IAPD

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