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Anthony Dean Myers Jr

CRD# 6783835·Registered 2017 - 2022
Previously Registered: Being a previously registered professional could mean that Anthony 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.

Professional Summary

Anthony Dean Myers Jr, who also goes by Anthony Dean Myers Jr, Dean Myers, Anthony Dean Myers, was a registered financial advisor. Anthony was a previously registered financial professional and started their career in finance 2017 - 2022. Anthony had worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Anthony Dean Myers Jr, Dean Myers, Anthony Dean Myers

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

11 years in the financial services industry

Current & Past Employments

Past

KALOS CAPITAL, INC.Past·CRD# 44337
BD
Alpharetta, GA
May 30, 2018 - August 1, 2022
KALOS MANAGEMENTPast·CRD# 133025
RIA
Franklin, TN
April 5, 2018 - August 1, 2022
PROSPERITY ECONOMICS PARTNERS, LLCPast·CRD# 148122
RIA
Nashville, TN
April 24, 2017 - April 9, 2018

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Current Firm

KC
KALOS CAPITAL, INC.

KALOS CAPITAL, INC.

CRD#: 44337 / SEC#: 8-50630
BD
Terminated by SEC on 12/03/2022

Contact Information

Established

Georgia since 09/26/1997

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

Documents

Direct owners and executive officers

NamePositionCRD#
KALOS FINANCIAL, INC.OWNER—
WILDERMUTH, CAROL JEANCEO, CFO, CCO1555730

Disclosures

Regulatory Event

3

Financial

1

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

E3 WEALTH LLC POSITION: Private Wealth Advisor NATURE: Fixed Insurance products and life insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2018 ADDRESS: 10825 Watson Rd St. 100, Sunset Hills MO 63127, United States DESCRIPTION: Explaining to clients our Purpose, Process, and Philosophy. - Deciding if we can add value to their current financial situation - educating the client on how we would like to add value if possible - create an individualized Financial Picture KALOS WEALTH MANAGEMENT POSITION: Agent NATURE: Investment advice INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 07/01/2018 ADDRESS: 11525 Park Woods Circle, Alpharetta GA 30005, United States DESCRIPTION: helping clients to pick appropriate investments for their current financial picture and their plans for the future.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2018About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2015About the Series 65 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 2018About the Series 7 exam

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CRS (Client Relationship Summary)

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

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