Joseph A. Meyers
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.
Joseph Anthony Meyers II, who also goes by Joe Meyers, was a registered financial professional .
Joseph is a previously registered financial professional and started their career in finance in 2002. Joseph had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 20, 2009 - August 31, 2016
LATITUDE ADVISORS, LLC
November 3, 2009 - August 31, 2016
GWN SECURITIES INC.
January 6, 2003 - November 16, 2009
MEDALLION ADVISORY SERVICES, LLC
December 12, 2002 - November 16, 2009
MEDALLION INVESTMENT SERVICES, INC.
Primary Firm SEC Registration
LATITUDE ADVISORS, LLC
CRD#: 151001 / SEC#: 801-70420
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
LATITUDE ADVISORS, LLC
CRD#: 151001 / SEC#: 801-70420
Contact information
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,305 |
| AUM (Assets Under Management) | $ 379,516,000 |
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.
