David P. Meglay

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CRD#: 4340916

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

David Paul Meglay, CFP®, who also goes by David Paul Mglej, was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 2001. David had worked at 10 firms and has passed the Series 66, SIE, Series 31, Series 7 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

David Paul Mglej

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.

01/2004-PRESENT, LEADERSHIP PASCO, PORT RICHEY, FL, INV-RELATED: N, CORPORATION, EX OFFICIO BOARD MEMBER, 4 HRS/MO, 0 SECURITY TRADING HRS/MO. 01/2010-PRESENT, 1203 FLORA VISTA LLC, TRINITY, FL, INV-RELATED: N, LLC, MANAGING MEMBER, 2 HRS/MO, 0 SECURITY TRADING HRS/MO. 05/2016-PRESENT, VARIOUS INSURANCE CARRIERS FOR W&R INSURANCE AGENCIES, TRINITY, FL, INSURANCE SALES, INVEST-RELATED, INSURANCE AGENT.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Past

January 10, 2018 - February 12, 2025

UNIFIED WEALTH MANAGEMENT LLC

RIA

CRD#: 284553

OLDSMAR, FL

Past

May 18, 2016 - December 21, 2017

WADDELL & REED

RIA

CRD#: 866

TAMPA, FL

Past

May 9, 2016 - December 21, 2017

WADDELL & REED

CRD#: 866

TAMPA, FL

Past

February 21, 2013 - May 12, 2016

WILBANKS SECURITIES ADVISORY

RIA

CRD#: 118304

TRINITY, FL

Past

January 16, 2013 - May 12, 2016

WILBANKS SECURITIES, INC.

CRD#: 40673

TRINITY, FL

Past

June 5, 2012 - January 15, 2013

JHS CAPITAL ADVISORS, LLC

RIA

CRD#: 112097

TAMPA, FL

Past

June 1, 2012 - January 15, 2013

JHS CAPITAL ADVISORS, LLC

CRD#: 112097

TAMPA, FL

Past

June 24, 2011 - June 5, 2012

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

TRINITY, FL

Past

June 16, 2011 - June 5, 2012

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

TRINITY, FL

Past

June 23, 2009 - June 15, 2011

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

TAMPA, FL

Past

June 4, 2009 - June 15, 2011

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

TAMPA, FL

Past

May 14, 2009 - June 1, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

TAMPA, FL

Past

May 8, 2009 - June 1, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

TAMPA, FL

Past

August 14, 2006 - May 11, 2009

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

BROOKSVILLE, FL

Past

July 31, 2006 - May 11, 2009

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

BROOKSVILLE, FL

Past

June 22, 2004 - July 25, 2006

BB&T INVESTMENT SERVICES, INC.

RIA

CRD#: 33856

PORT RICHEY, FL

Past

June 10, 2004 - July 25, 2006

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

PORT RICHEY, FL

Past

March 27, 2001 - June 10, 2004

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

PORT RICHEY, FL

Past

March 19, 2001 - June 10, 2004

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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".

UNIFIED WEALTH MANAGEMENT LLC

UNIFIED WEALTH MANAGEMENT LLC | UNITED WEALTH MANAGEMENT LLC

CRD#: 284553 / SEC#: 801-131522

RIA

Registered Investment Advisory firm - (12/6/2024 Approved)

Florida

Registered Investment Advisory firm - (6/19/2025 Terminated)

New Jersey

Registered Investment Advisory firm - (1/10/2025 Terminated)

Texas

Registered Investment Advisory firm - (1/7/2025 Terminated)

Virginia

Registered Investment Advisory firm - (1/11/2025 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.

Visual representation of state registrations

This advisor is not registered in any state.

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

IAR

Series 66

Date: 4/5/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/21/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 4/11/2001

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 3/16/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 26

Date: 1/8/2007

Investment Company Products/Variable Contracts Principal Examination

Current Firm

UNIFIED WEALTH MANAGEMENT LLC

UNIFIED WEALTH MANAGEMENT LLC | UNITED WEALTH MANAGEMENT LLC

CRD#: 284553 / SEC#: 801-131522

RIA

Registered Investment Advisory firm - (12/6/2024 Approved)

Florida

Registered Investment Advisory firm - (6/19/2025 Terminated)

New Jersey

Registered Investment Advisory firm - (1/10/2025 Terminated)

Texas

Registered Investment Advisory firm - (1/7/2025 Terminated)

Virginia

Registered Investment Advisory firm - (1/11/2025 Terminated)

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Contact information

Main Address

220 Pine Avenue N Suite A, Oldsmar, FL 34677

Mailing Address

Phone number

(727) 216-8051

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

UNIFIED WEALTH MANAGEMENT LLC (6/23/2025)

Regulatory assets under management

Total Number of Accounts	913
AUM (Assets Under Management)	$ 113,036,893

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

David P. Meglay

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

WADDELL & REED

WADDELL & REED

WILBANKS SECURITIES ADVISORY

WILBANKS SECURITIES, INC.

JHS CAPITAL ADVISORS, LLC

JHS CAPITAL ADVISORS, LLC

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

UNIFIED WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/5/2001

SIE

Date: 12/21/2017

Series 31

Date: 4/11/2001

Series 7

Date: 3/16/2001

Series 26

Date: 1/8/2007

Current Firm

UNIFIED WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

UNIFIED WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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