Jose Meza

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-04-01

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Equitable Advisors, Llc	Scottsdale	AZ	06/2024	03/2025
Flagstaff Chevrolet	Flagstaff	AZ	08/2022	06/2024
Lumio	Lehi	TX	05/2022	04/2023
Northern Arizona University	Flagstaff	AZ	08/2021	05/2024
Herling Construction	Cherry Valley	CA	05/2021	08/2021
Avila University	Kansas City	MO	08/2019	05/2021
Herling Contruction	Cherry Valley	CA	05/2020	08/2020
Fusion Off Road	Lake Elsinore	CA	06/2019	08/2019
Unemployed	Beaumont	CA	06/2014	06/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Scottsdale	AZ	03/2025	Present
Bank Of America, N.A.	Scottsdale	AZ	04/2025	Present

06/2024 → 03/2025

Equitable Advisors, Llc

Scottsdale, AZ
08/2022 → 06/2024

Flagstaff Chevrolet

Flagstaff, AZ
05/2022 → 04/2023

Lumio

Lehi, TX
08/2021 → 05/2024

Northern Arizona University

Flagstaff, AZ
05/2021 → 08/2021

Herling Construction

Cherry Valley, CA
08/2019 → 05/2021

Avila University

Kansas City, MO
05/2020 → 08/2020

Herling Contruction

Cherry Valley, CA
06/2019 → 08/2019

Fusion Off Road

Lake Elsinore, CA
06/2014 → 06/2019

Unemployed

Beaumont, CA
03/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Scottsdale, AZ
04/2025 → Present

Bank Of America, N.A.

Scottsdale, AZ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-06-13

Other Firms