Denny Gerald Meyer

Current Employers

Employment History

• 07/2005 → Present
  Fields, Nemec & Co., P.C.
  Corpus Christi, TX
• 11/2011 → 06/2024
  Securities America, Inc
  Corpus Christi, TX
• 05/2012 → 06/2024
  Securities America Advisors
  Corpus Christi, TX
• 06/2024 → Present
  Osaic Wealth, Inc.
  Corpus Christi, TX
• 06/2024 → Present
  Osaic Wealth, Inc.
  Corpus Christi, TX

Previous Registrations

• 2012-05-29 → 2024-06-14
  Securities America Advisors, Inc.
  Corpus Christi, TX

Other Businesses

1. DEAN & MEYER INVESTMENT PROPERTIES, LLC POS: Owner NATURE: Real Estate investment and leasing INVESTMENT RELATED: No NO OF HRS: 3 SECURITIES TRADING HRS: 0 START DATE: 07/01/09 ADDY: Corpus Christi TX 78403 DESC: Sole owner, manage all operations. 2. SOUTH BLUFF OIL & GAS PARTNERSHIP POS: Partner NATURE: OIL AND GAS EXPLORATION - PARTNER INVESTMENT RELATED: No NO OF HRS: 0 SECURITIES TRADING HRS: 0 START DATE: 07/20/10 ADDRESS: Corpus Christi TX 78403 DESC: Passively hold oil & gas working interest. 3. NAVIGATION FINANCIAL GROUP POS: Agent NATURE: FIXED INSURANCE INVESTMENT RELATED: Yes NO OF HRS: 5 SECURITIES TRADING HRS: 5 START DATE: 05/30/12 ADDY: Corpus Christi TX 78403 DESC: Sell certain insurance products to clients based on need. 4. SECURITIES AMERICA ADVISORS, INC. POS: Independent contractor NATURE: INVESTMENT ADVISORY - IAR INVESTMENT RELATED: Yes NO OF HRS: 60 SECURITIES TRADING HRS: 60 START DATE: 05/01/12 ADDY: Corpus Christi TX 78403 DESC: Serve as financial adviser to clients 5. SHOCKER HOLDINGS, LLC POS: Owner NATURE: Real Estate Investment INVESMENT RELATED: No NO OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 06/01/20 ADDY: Corpus Christi TX 78403 DESC: Own & Lease residential real estate. Manage bank account and periodically interact with property manager. 6. BKB ENTERPRISES, LLC POS: Owner NATURE: Construction & Remodeling of residential real estate. INVESTMENT RELATED: No NO OF HRS: 3 SECURITIES TRADING HOURS: 0 START DATE: 05/01/14 ADDY: Corpus Christi TX 78403 DESC: Manage operations and finances. 7. SOUTH BLUFF PLAZA POS: Partner NATURE: 7) SOUTH BLUFF PLAZA - RENTAL REAL ESTATE - PARTNER/MANAGEMENT DECISIONS - TIME SPENT 1% INVESTMENT RELATED: No NUMBER OF HRS: 2 SECURITIES TRADING HRS: 0 START DATE: 01/01/13 ADDY: Corpus Christi TX 78403 DESC: Management rental and maintenance of commercial building. 8. FIELDS, NEMEC & CO., P.C. POS: Shareholder NATURE: SHAREHOLDER/PRESIDENT - INVESTMENT RELATED: No # OF HRS: 160 SECURITIES TRADING HRS: 120 START DATE: 7/5/05 ADDY: 501 S. Tancahua St., 2nd Floor, Corpus Christi TX 78401, DESC: Manage day to day activities of the Firm and (+/-) 20 staff. Prepare tax returns, provide attest services for private companies, and provide consulting services regarding business, tax and accounting activities. Also from time to time serve as trustee for client ILET's. Currently, servicing the Brown Family Irrevocable Trust and the Vela Family 2016 Irrevocable Trust. 9. 49312 HWY 550 INVESTORS, LLC POS: Member NATURE: Holding company for real estate investment. INVESTMENT RELATED: No #OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 10/1/22 ADDY: PO Box 23067, Corpus Christi TX 78403 DESC: Entity owns real estate used as a vacation rental, communicate with the management company on major decisions and oversee the finances of the entity. 10. STG ADVISORS, PLLC POS: Managing Member NATURE: Texas Professional LLC INVESTMENT RELATED: Yes # OF HRS: 5 SECURITIES TRADING HRS: 0 START DATE: 1-1-24 ADDY: 501 S. Tancahua St., Corpus Christi TX 78401 DESC: I maintain manage finances, contracts/accounting 11. ROBERT E MILLER GIFT TRUST POS: Trustee NATURE: Trust INVESTMENT RELATED: Yes NUMBER OF HRS: 2 SECURITIES TRADING HRS: 0 START DATE: 3/27/26 ADDY: 501 S Tancahua St, Corpus Christi TX 78401 DESC: I believe my role is to be temporary. Currently, all of the assets are held with Meritage through Charles Schwab as BD in managed accounts and the intent is to leave them in a managed environment. Outside of overseeing the financial advisors, distributions to the beneficiaries and filing annual tax returns, there should be very little activity inside the trusts as they hold no real estate, business operations, etc. My goal is to serve in a temp capacity to transition the assets from the Robert E. Miller Gift Trust to two successor trusts as outlined in Robert Miller's will. The Trustee position should be fairly simple for an individual or corporate trustee to take over.

Exams

• S66 Uniform Combined State Law Examination
  2012-05-07

Other Names

• Denny Meyer Jr.
• Den Meyer