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Boyd W. Megginson

FNEX CAPITAL
INDIANAPOLIS, IN 46204
CRD#: 5763484
Some features on this profile are disabled
BM
Boyd Weston MegginsonFNEX CAPITAL

Professional summary

Boyd Weston Megginson, who also goes by Bo Megginson, Boyd Megginson Jr, Boyd Megginson, is a registered financial professional currently at FNEX CAPITAL, LLC located in Indianapolis, Indiana.

Boyd is registered as a RR (Registered Representative) and started their career in finance in 2010. Boyd has worked at 3 firms and has passed the Series 63, Series 65, Series 82TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Bo Megginson | Boyd Megginson Jr | Boyd Megginson

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 Boyd Weston Megginson'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

June 5, 2026 - Present

FNEX CAPITAL, LLC

Office #1: One Indiana Square Suite 2252, Indianapolis, IN 46204
BD
CRD#: 166316
INDIANAPOLIS, IN
Past

February 19, 2024 - May 5, 2025

FARKAS CAPITAL

BD
CRD#: 317570
MIAMI BEACH, FL
Past

August 26, 2010 - May 24, 2011

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
MOBILE, AL
Past

June 14, 2010 - May 24, 2011

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
MOBILE, AL

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
Florida
(6/5/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 8/27/2010
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 8/19/2010
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 2/17/2024
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
SIE
Date: 1/6/2024
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/12/2010
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

FC
FNEX CAPITAL, LLC
APPLIED CAPITAL, LLC | FNEX CAPITAL, LLC

CRD#: 166316 / SEC#: , 8-69199

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

Main Address
One Indiana Square Suite 2252, Indianapolis, IN 46204
Mailing Address
One Indiana Square Suite 2252, Indianapolis, IN 46204
Phone number
(317) 580-2588
Established
Indiana since 06/04/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
FNEX, LLCMEMBER
ALVAREZ, KAREN LOUFINANCIAL OPERATIONS4044938
HEGER, LOREN EUGENECEO, CCO, AMLCO, EXEC. REP.6143753

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

FNEX CAPITAL, LLC

CRD#: 166316Indianapolis, IN 46204

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