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Adam John Meyers

Goto Financial

Ventura, CA

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Current Employers
Goto Financial

Ventura, CA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-31
CA RA APPROVED 2017-03-29
  • TX RA
    APPROVED
    Since 2026-07-31
  • CA RA
    APPROVED
    Since 2017-03-29

Branch Locations

Ventura, CA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Western Intgernational Securities, Inc. Pasadena CA 11/2013 03/2017
Goto Financial Westlake Village CA 03/2017 Present
  • 11/2013 → 03/2017
    Western Intgernational Securities, Inc.
    Pasadena, CA
  • 03/2017 → Present
    Westlake Village, CA
Previous Registrations
  • 2014-07-21 → 2017-03-29
    Western International Securities, Inc.
    Westlake Village, CA
Other Businesses

Financial Software company Asset Planet for for individuals and professional. Compliment to our wealth advisory business

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-07-18
S63 Uniform Securities Agent State Law Examination 2010-08-06
  • S66 Uniform Combined State Law Examination
    2014-07-18
  • S63 Uniform Securities Agent State Law Examination
    2010-08-06

View on SEC IAPD

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