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Gregory Scott Meyer

New Wave Financial Services

Hermosa Beach, CA

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Current Employers
New Wave Financial Services

Hermosa Beach, CA • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-02-16
TX RA APPROVED_RES 2019-02-25
CA RA APPROVED 2014-10-10
  • NY RA
    APPROVED
    Since 2023-02-16
  • TX RA
    APPROVED_RES
    Since 2019-02-25
  • CA RA
    APPROVED
    Since 2014-10-10

Branch Locations

Hermosa Beach, CA • 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
New Wave Financial Services, Llc Los Angeles CA 09/2014 Present
  • 09/2014 → Present
    New Wave Financial Services, Llc
    Los Angeles, CA
Previous Registrations
  • 2014-02-12 → 2014-05-13
    The Glowacki Group, Llc
    Los Angeles, CA
Other Businesses

Name: Greg Meyer, CPA. Investment-Related: No. Address: 1605 Steinhart Avenue, Redondo Beach, CA 90278. Nature: Accounting. Position: Accounting. Start Date: 04/2014. Approximate Hours/Month: 40. Approximate Hours During Securities Trading: 40. Duties: Provide accounting and tax services. Name: Retire Sound, Inc. Investment-Related: Yes. Address: 130 W. 15th St., 11H, New York, NY 10011. Nature: Fin-Tech Provider. Position: Consultant. Start Date: 04/2021. Approximate Hours/Month: 15. Approximate Hours During Securities Trading: 0. Duties: Provide expertise on personal finance and wealth management; product development, including tool, calculator and financial model development; business development, strategy, and business ideation; create content; lead workshops and webinars; assist with recruiting and onboarding of financial advisors; other services as requested.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-12-15
  • S63 Uniform Securities Agent State Law Examination
    2010-12-15
Designations
Other Names
  • Gregory S. Meyer
  • Greg Meyer

View on SEC IAPD

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