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Clifton Wayne Myers

Clifton Myers Financial Advisory

Round Rock, TX

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Current Employers
Clifton Myers Financial Advisory

208 W. Bagdad Ave Suite 5, Round Rock, TX 78664 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2004-10-21
  • TX RA
    APPROVED
    Since 2004-10-21

Branch Locations

208 W. Bagdad Ave., Suite 5, Round Rock, TX 78664 • 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
Clifton Myers Financial Advisory, Inc. Round Rock TX 08/2004 Present
  • 08/2004 → Present
    Clifton Myers Financial Advisory, Inc.
    Round Rock, TX
Previous Registrations
Other Businesses

PROVIDES TAX PREPARATION SERVICES (NON-INVESTMENT RELATED). HE IS THE OWNER OF THE PRACTICE AND HAS BEEN DOING IT FOR OVER 14 YEARS. HE DEVOTES APPROXIMATELY 25 HOURS A WEEK TO IT DURING THE TAX SEASON OF FEB 1 TO APR 15. HE COMPLETES APPROXIMATELY 100 RETURNS A YEAR. HE ALSO IS AN OFFICER AND 50% OWNER IN THE COMPANY KALEIDOSCOPE TOYS, INC. HE HAS NO DUTIES OR ACTIVITY IN THIS COMPANY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-07-25
S63 Uniform Securities Agent State Law Examination 1994-01-06
  • S65 Uniform Investment Adviser Law Examination
    2003-07-25
  • S63 Uniform Securities Agent State Law Examination
    1994-01-06

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