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AM

Anthony W. Meyers

VELOCITYHEALTH SECURITIES
Nashville, TN 37205
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CRD#: 2485782
AM

Professional summary


Anthony William Meyers, who also goes by Anthony William Meyers Jr, is a registered financial professional currently at VELOCITYHEALTH SECURITIES, INC. located in Nashville, Tennessee.

Anthony is registered as a RR (Registered Representative) and started their career in finance in 1994. Anthony has worked at 9 firms and has passed the Series 63, Series 72, Series 57TO, SIE, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Anthony William Meyers Jr

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Anthony William Meyers'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

May 5, 2020 - Present

VELOCITYHEALTH SECURITIES, INC.

Office #1: 95 White Bridge Road Suite 409, Nashville, TN 37205
BD
CRD#: 134616
Nashville, TN
Past

February 27, 2013 - June 5, 2019

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
JACKSONVILLE, FL
Past

May 8, 2012 - August 15, 2012

MAXIM GROUP LLC

BD
CRD#: 120708
NEW YORK, NY
Past

November 29, 2011 - May 10, 2012

WTS PROPRIETARY TRADING GROUP LLC

BD
CRD#: 148117
NEW YORK, NY
Past

July 5, 2005 - October 10, 2011

CRT CAPITAL GROUP LLC

BD
CRD#: 28830
STAMFORD, CT
Past

September 17, 1998 - May 25, 2005

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY
Past

September 19, 1996 - February 5, 1998

CANTOR FITZGERALD & CO.

BD
CRD#: 134
NEW YORK, NY
Past

June 9, 1994 - March 19, 1996

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

May 24, 1994 - June 14, 1994

OAKFORD PARTNERS, LLC

BD
CRD#: 30487
NEW YORK, NY

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Tennessee
(5/28/2020)

Exams


State Security Law Exam
RR
Series 63
Date: 12/2/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 72
Date: 1/2/2023
Government Securities Representative Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 9/1/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


VS
VELOCITYHEALTH SECURITIES, INC.
VELOCITYHEALTH SECURITIES, INC.

CRD#: 134616 / SEC#: , 8-66848

BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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Contact information


Main Address
95 White Bridge Road Suite 409, Nashville, TN 37205
Mailing Address
95 White Bridge Road Suite 409, Nashville, TN 37205
Phone number
(615) 352-9953
Established
Tennessee since 11/12/2004
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (12 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
VELOCITYHEALTH CAPITAL, INC.HOLDING COMPANY
ESVAL, KEVIN JAMESPRESIDENT/CCO/EXECUTIVE REP(11/2004)
GEORGE, KENNETH RONALDFINOP/CFO2643369

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.

Company Information


VELOCITYHEALTH SECURITIES, INC.

CRD#: 134616Nashville, TN 37205

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