Best Investors Account Sign in
Inactive

Richard Lee Phillips

Meeder Public Funds, Inc.

Las Vegas, NV

Dublin, OH

CRD 1600180

Claim This Profile
Employer firm

Meeder Public Funds, Inc. CRD 106816

$70.2B regulatory AUM 17 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Educational seminars
  • CASH MANAGEMENT SERVICES, CASH FLOW ANALYSIS AND ALLOCATION, BANK AND CUSTODIAL REQUEST FOR PROPOSAL CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Meeder Public Funds, Inc.

6125 Memorial Drive, Dublin, OH 43017 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2024-12-24
OK RA APPROVED 2024-12-23
OR RA APPROVED 2024-12-22
ID RA APPROVED 2024-12-19
WA RA APPROVED 2024-12-18
OH RA APPROVED 2024-01-02
NV RA APPROVED 2023-12-26
CA RA APPROVED 2023-12-22
TX RA APPROVED_RES 2023-12-22
UT RA APPROVED 2023-12-21
  • HI RA
    APPROVED
    Since 2024-12-24
  • OK RA
    APPROVED
    Since 2024-12-23
  • OR RA
    APPROVED
    Since 2024-12-22
  • ID RA
    APPROVED
    Since 2024-12-19
  • WA RA
    APPROVED
    Since 2024-12-18
  • OH RA
    APPROVED
    Since 2024-01-02
  • NV RA
    APPROVED
    Since 2023-12-26
  • CA RA
    APPROVED
    Since 2023-12-22
  • TX RA
    APPROVED_RES
    Since 2023-12-22
  • UT RA
    APPROVED
    Since 2023-12-21

Branch Locations

10655 Park Run Drive Suite 120, Las Vegas, NV 89144 • United States

6125 Memorial Drive, Dublin, OH 43017 • 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
Fhn Financial Main Street Advisors Las Vegas NV 02/2012 12/2023
Meeder Public Funds, Inc. Dublin OH 12/2023 Present
  • 02/2012 → 12/2023
    Fhn Financial Main Street Advisors
    Las Vegas, NV
  • 12/2023 → Present
    Dublin, OH
Previous Registrations
  • 2005-02-02 → 2023-12-22
    Fhn Financial Main Street Advisors, Llc
    Las Vegas, NV
    Las Vegas, NV
Other Businesses

Board Member, Government Investment Officers Association, Las Vegas, NV. Non-investment related non-profit organization providing education and professional development for investment officers in state and local governments since 2003. 5 hours per week during business hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-01-13
  • S65 Uniform Investment Adviser Law Examination
    2005-01-13

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Las Vegas, NV

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor