Hance V. Myers

MOSAIC ADVISORS

HOUSTON, TX 77046

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CRD#: 1101056

Professional summary

Hance Vernon Myers III, who also goes by Hance Vernon Myers, is a registered financial advisor currently at MOSAIC ADVISORS located in Houston, Texas.

Hance is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Hance has worked at 14 firms and has passed the Series 63, SIE, Series 7, Series 14, Series 24 and Series 53 exams.

At a Glance

Always Fiduciary

Aliases

Hance Vernon Myers

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)DANBURY ROD & GUN CLUB- PROPERTY HELD IN THE NAME OF EAST DANBURY LAND COMPANY- MEMBER, ZERO HOURS/MONTH- NONE PRODUCING INCOME. 2)HANCE MYERS & DEBBIE GREENBAUM;NOT INVESTMENT RELATED; HOUSTON,TX.; BUYING AND SELLING ANTIQUES; PARTNER; 12/2020; 12 HRS./MONTH; 0 DURING TRADING; BUY AND GET READY FOR RESALE VARIOUS FURNITURE AND COLLECTIBLES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hance Vernon Myers III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 30, 2026 - Present

MOSAIC ADVISORS

Office #1: 3773 Richmond Avenue Suite 700, Houston, TX 77046

RIA

CRD#: 164913

HOUSTON, TX

Past

July 26, 2021 - June 8, 2026

NORTHERN TRUST SECURITIES, INC.

CRD#: 7927

HOUSTON, TX

Past

November 13, 2014 - June 29, 2021

PEP ADVISORY LLC

CRD#: 166636

HOUSTON, TX

Past

December 8, 2005 - March 28, 2008

TUDOR, PICKERING, HOLT & CO. SECURITIES, LLC

CRD#: 129772

HOUSTON, TX

Past

October 31, 2003 - December 13, 2005

HOWARD WEIL INCORPORATED

CRD#: 30958

NEW ORLEANS, LA

Past

April 26, 2000 - October 31, 2003

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

Past

February 17, 1998 - April 26, 2000

HOWARD, WEIL, LABOUISSE, FRIEDRICHS INC.

CRD#: 414

NEW ORLEANS, LA

Past

July 25, 1996 - February 17, 1998

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

Past

July 13, 1992 - October 31, 1994

HOWARD, WEIL, LABOUISSE, FRIEDRICHS INC.

CRD#: 414

NEW ORLEANS, LA

Past

January 3, 1990 - January 20, 1990

FIRST INTERSTATE DISCOUNT BROKERAGE

CRD#: 14371

Past

November 19, 1989 - December 6, 1989

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

October 6, 1987 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

December 3, 1985 - May 11, 1987

SCHARFF & JONES, INC.

CRD#: 745

Past

April 16, 1984 - October 22, 1985

DORSEY & COMPANY, INC.

CRD#: 1668

Past

January 4, 1984 - March 21, 1984

GEO. W. CLARKE & ASSOCIATES, INC.

CRD#: 6178

Past

March 22, 1983 - December 12, 1983

WESTCAP SECURITIES, L.P.

CRD#: 7301

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MOSAIC ADVISORS

MOSAIC | MOSAIC ADVISORS, LLC | MOSAIC ADVISORS LLC | MOSAIC ADVISORS

CRD#: 164913 / SEC#: 801-99369

RIA

Registered Investment Advisory firm - (6/10/2015 Approved)

Texas

Registered Investment Advisory firm - (6/12/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(7/30/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/3/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/9/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 14

Date: 1/2/2023

Compliance Officer Examination

Principal/Supervisory Exam

Series 24

Date: 10/10/2014

General Securities Principal Examination

Principal/Supervisory Exam

Series 53

Date: 3/18/1997

Municipal Securities Principal Examination

Current Firm

MOSAIC ADVISORS

MOSAIC | MOSAIC ADVISORS, LLC | MOSAIC ADVISORS LLC | MOSAIC ADVISORS

CRD#: 164913 / SEC#: 801-99369

RIA

Registered Investment Advisory firm - (6/10/2015 Approved)

Texas

Registered Investment Advisory firm - (6/12/2015 Terminated)

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Contact information

Main Address

3773 Richmond Avenue Suite 700, Houston, TX 77046

Mailing Address

Phone number

(713) 980-4100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MOSAIC ADVISORS FORM ADV PART 2 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	214
AUM (Assets Under Management)	$ 499,449,089

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Hance V. Myers

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hance Vernon Myers III's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHERN TRUST SECURITIES, INC.

PEP ADVISORY LLC

TUDOR, PICKERING, HOLT & CO. SECURITIES, LLC

HOWARD WEIL INCORPORATED

LEGG MASON WOOD WALKER, INCORPORATED

HOWARD, WEIL, LABOUISSE, FRIEDRICHS INC.

LEGG MASON WOOD WALKER, INCORPORATED

HOWARD, WEIL, LABOUISSE, FRIEDRICHS INC.

FIRST INTERSTATE DISCOUNT BROKERAGE

OSAIC WEALTH, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

SCHARFF & JONES, INC.

DORSEY & COMPANY, INC.

GEO. W. CLARKE & ASSOCIATES, INC.

WESTCAP SECURITIES, L.P.

Primary Firm SEC Registration

MOSAIC ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 11/3/2014

SIE

Date: 10/1/2018

Series 7

Date: 7/9/1992

Series 14

Date: 1/2/2023

Series 24

Date: 10/10/2014

Series 53

Date: 3/18/1997

Current Firm

MOSAIC ADVISORS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MOSAIC ADVISORS

TRUST BUT VERIFY

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