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5005 Horizons Drive Suite 200, Columbus, OH 43220 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-10-04 |
| OH | RA | APPROVED | 2017-11-07 |
Branch Locations
Kiawah Island, SC • United States
5005 Horizons Drive Suite 200, Columbus, OH 43220 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Columbus | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Columbus | OH | 11/2016 | 10/2017 |
| Meyers Wealth Management, Llc | Columbus | OH | 09/2017 | Present |
HIGHLAND SPRINGS,CHARLESTON, SC, FARM LAND, PARTNER, NO TIME INVOLVED, PASSIVE INVESTOR ONLY, START 2004. MEYFORD LLC - INVESTMENT RELATED - COLUMBUS, OH - RENTAL UNITS FOR OSU STUDENTS. 40% OWNER. START: 1/1/2013. 0 HRS PER MONTH. DUTIES: NONE. - MANA KIAWAH LLC; INVESTMENT RELATED; KIAWAH, SC; LLC FOR REAL ESTATE; 51% OWNERSHIP; START DATE = 06/2011; NO TIME DEVOTED PER MONTH. TRUSTEE FOR DAUGHTER'S TRUST; INV RELATED; COLUMBUS, OH; START DATE 12/15/2000; 0 HRS PER MONTH. TRUSTEE FOR DAUGHTER'S TRUST; INV RELATED; COLUMBUS, OH; START DATE 12/15/2000; 0 HRS PER MONTH. TRUSTEE FOR DAUGHTER'S TRUST; INV RELATED; COLUMBUS, OH; START DATE 12/15/2000; 0 HRS PER MONTH. TRUSTEE FOR SON'S TRUST; INV RELATED; COLUMBUS, OH; START DATE 12/15/2000; 0 HRS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-31 |
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