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Matthew Walter Meyers

LPl Financial LLC

Austin, TX

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-06-29
  • TX RA
    APPROVED
    Since 2020-06-29

Branch Locations

11940 Jollyville Rd Ste 105-S, Austin, TX 78759 • 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
Crossroads Financial Services Austin TX 07/2011 Present
Voya Financial Advisors Austin TX 09/2014 06/2020
Lpl Financial Austin TX 06/2020 Present
  • 07/2011 → Present
    Crossroads Financial Services
    Austin, TX
  • 09/2014 → 06/2020
    Voya Financial Advisors
    Austin, TX
  • 06/2020 → Present
    Lpl Financial
    Austin, TX
Previous Registrations
  • 2011-01-03 → 2020-07-07
    Voya Financial Advisors, Inc.
    Austin, TX
    Houston, TX
    Austin, TX
  • 1993-10-15 → 2011-01-03
    Voya Financial Partners, Llc
    Austin, TX
    Austin, TX
Other Businesses

1/2012 - DBA for LPL Business (entity for LPL business) - Crossroads Financial Services - Investment Related - 95% - Austin, TX

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-05-09
S63 Uniform Securities Agent State Law Examination 1990-07-09
  • S65 Uniform Investment Adviser Law Examination
    2002-05-09
  • S63 Uniform Securities Agent State Law Examination
    1990-07-09
Other Names
  • Matt Meyers

View on SEC IAPD

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HARRELL INVESTMENT PARTNERS, LLC
WEATHERGAGE CAPITAL, LLC
LBJ FAMILY WEALTH ADVISORS, LTD.
JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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