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AM

Anthony D. Myers

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CRD#: 6783835
AM

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.

Anthony Dean Myers Jr, who also goes by Anthony Dean Myers Jr, Dean Myers, Anthony Dean Myers, was a registered financial professional .

Anthony is a previously registered financial professional and started their career in finance in 2017. Anthony had worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Anthony Dean Myers Jr | Dean Myers | Anthony Dean Myers

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.
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.

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®
None

Experience


Past

May 30, 2018 - August 1, 2022

KALOS CAPITAL, INC.

BD
CRD#: 44337
ALPHARETTA, GA
Past

April 5, 2018 - August 1, 2022

KALOS MANAGEMENT

RIA
CRD#: 133025
Franklin, TN
Past

April 24, 2017 - April 9, 2018

PROSPERITY ECONOMICS PARTNERS, LLC

RIA
CRD#: 148122
NASHVILLE, TN

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.

Exams


State Security Law Exam
RR
Series 63
Date: 6/14/2018
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


KC
KALOS CAPITAL, INC.
KALOS CAPITAL, INC.

CRD#: 44337 / SEC#: , 8-50630

BD
Terminated by SEC on 12/03/2022
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Contact information


Main Address
Mailing Address
Phone number
Established
Georgia since 09/26/1997
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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

Documents


Direct owners and executive officers


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

Disclosures


Regulatory Event3
Financial1

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


KALOS CAPITAL, INC.

CRD#: 44337

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