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William Dail Meikle

Cwm, LLC

Omaha, NE

Phoenix, AZ

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Current Employers
Cwm, Llc

14600 Branch St., Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-10-31
AZ RA APPROVED 2018-07-12
  • TX RA
    APPROVED
    Since 2018-10-31
  • AZ RA
    APPROVED
    Since 2018-07-12

Branch Locations

14600 Branch St., Omaha, NE 68154 • United States

22601 N 19Th Ave, Suite 118, Phoenix, AZ 85027 • 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
Lpl Financial Llc Phoenix AZ 08/2002 07/2018
Meikle Financial Group Phoenix AZ 05/2026 Present
Meikle Financial Group Phoenix AZ 07/2018 05/2026
Cwm, Llc Omaha NE 07/2018 Present
Cetera Wealth Services, Llc El Segundo CA 07/2018 05/2026
  • 08/2002 → 07/2018
    Lpl Financial Llc
    Phoenix, AZ
  • 05/2026 → Present
    Meikle Financial Group
    Phoenix, AZ
  • 07/2018 → 05/2026
    Meikle Financial Group
    Phoenix, AZ
  • 07/2018 → Present
    Omaha, NE
  • 07/2018 → 05/2026
    Cetera Wealth Services, Llc
    El Segundo, CA
Other Businesses

NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE INSURANCE NAME OF OTHER BUSINESS: MEIKLE FINANCIAL GROUP INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INCOME TAX PREPARATION START DATE: 1986 POSITION/TITLE/RELATIONSHIP: TAX PREPARER APX NUMBER OF HOURS PER WEEK: 30 HOURS DURING TAX SEASON ONLY APX NUMBER OF HOURS DURING TRADING HOURS: 30 HOURS DURING TAX SEASON ONLY BRIEF DESCRIPTION OF DUTIES: TAX PREPARER NAME OF OTHER BUSINESS: FUEGO ; INVESTMENT RELATED: NO ; ADDRESS: PO BOX 12467 GLENDALE, AZ 85318 ; NATURE OF BUSINESS: FUNDRAISING ; START DATE: 04/2020 ; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: WORKING TO ENCOURAGE INDIVIDUALS & BUSINESSES TO DONATE MONEY/TIME/ RESOURCES TO HELP THE FOUNDATION ;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-07-20
  • S63 Uniform Securities Agent State Law Examination
    1983-07-20
Designations

View on SEC IAPD

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