Joseph Francis Meylor

Current Employers

Employment History

• 09/2016 → 04/2018
  Merrill Lynch, Pierce, Fenner & Smith Inc.
  Madison, WI
• 01/2016 → 09/2016
  Bmo Harris Bank
  Madison, WI
• 05/2018 → 10/2022
  Uber
  Dallas, TX
• 11/2018 → 07/2020
  Brennan Financial Serivces
  Dallas, TX
• 05/2018 → 10/2022
  Lyft
  Dallas, TX
• 08/2020 → Present
  Raymond James Financial Services, Inc.
  Dallas, TX
• 08/2020 → Present
  Raymond James Financial Services Advisors, Inc.
  Dallas, TX
• 08/2020 → Present
  Carter Advisory Services, Inc.
  Dallas, TX
• 08/2020 → Present
  Carter Financial Management
  Dallas, TX

Previous Registrations

• 2020-03-17 → 2020-08-07
  Bfs Advisory Group, Llc
  Dallas, TX
• 2018-11-12 → 2020-07-30
  Fsc Securities Corporation
  Dallas, TX
• 2016-12-02 → 2018-05-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Madison, WI

Other Businesses

(1) Name of Business: Carter Financial Management Address: 12222 Merit Dr Ste 1800, Dallas, TX, 75251-3296, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 08/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is simply how we present the name of the firm to the public and do business as Carter Financial Management. There are no responsibilities associated with this role. (2) Name of Charity: Catholic Charities Dallas Address: 5024 Custer Rd, Plano, TX, 75023, United States Activity Type: Non profit Position/Title: VITA Volunteer (Volunteer Income Tax Assistance); Investment Related: No; Start Date: 02/01/2025; Hours per month devoted to this business: 11-20; Hours per month devoted to this business during trading hours: 0-1; Description of duties: . Assist in filing income tax returns for low income people at no cost. (3) Name of Organization: Financial Planning Association - Dallas/Ft Worth Chapter; Address: Dallas, TX; Activity Type: Volunteer; Position/Title Education Committee Member; Investment Related: No Start Date: 12/20/2021;Hours per month devoted to this business: 2-10; Hours per month devoted to this business during trading hours: 2-10; Description of duties: serve as a committee member on the education committee and assist the chair member of the education committee with lining up educational speakers for local FPA chapter's meetings.

Exams

• S66 Uniform Combined State Law Examination
  2016-12-01

Designations

Other Names

• Joe Francis Meylor
• Joseph Meylor