AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
WG

Warren Gordon

MEEDER DISTRIBUTION SERVICES
DUBLIN, OH 43017-9767
Some features on this profile are disabled
CRD#: 6878282
WG
Warren GordonMEEDER DISTRIBUTION SERVICES

Professional summary

Warren Gordon, who also goes by Warren M Gordon, is a registered financial professional currently at MEEDER DISTRIBUTION SERVICES, INC. located in Dublin, Ohio.

Warren is registered as a RR (Registered Representative) and started their career in finance in 2019. Warren has worked at 2 firms and has passed the Series 63, Series 3, Series 7TO and SIE exams.

Aliases

Warren M Gordon

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 Warren Gordon's 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

July 22, 2026 - Present

MEEDER DISTRIBUTION SERVICES, INC.

Office #1: 6125 Memorial Drive, Dublin, OH 43017-9767
BD
CRD#: 36773
DUBLIN, OH
Past

February 22, 2019 - October 16, 2025

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Indianapolis, IN

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
Ohio
(7/22/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 3/29/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 3
Date: 6/20/2023
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/22/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/26/2018
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

MD
MEEDER DISTRIBUTION SERVICES, INC.
ADVISER DEALER SERVICES, INC. | WINSTON BROKERAGE, INC. | MEEDER INVESTMENT MANAGEMENT, INC. | MEEDER DISTRIBUTION SERVICES, INC. | CHURCHILL SECURITIES, INC. | CHURCHILL BROKERAGE, INC.

CRD#: 36773 / SEC#: , 8-47374

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Loading...

Contact information

Main Address
6125 Memorial Drive, Dublin, OH 43017-9767
Mailing Address
P.o. Box 7177, Dublin, OH 43017-9767
Phone number
(614) 766-7000
Established
Ohio since 12/27/1993
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
MEEDER INVESTMENT MANAGEMENT, INC.DIRECT OWNER
BRAND, TIMOTHY PETERSENIOR VICE PRESIDENT2369282
COOPER, DOUGLAS RICHARDPRESIDENT, SECRETARY AND TREASURER2697549
JENNINGS, DOUGLAS RICHARDCHIEF COMPLIANCE OFFICER6700237

Disclosures

Regulatory Event1

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

MEEDER DISTRIBUTION SERVICES, INC.

CRD#: 36773Dublin, OH 43017-9767

TRUST BUT VERIFY

Monitor Warren Gordon

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Andrew James Lehman
Andrew LehmanAdvisorCheck Check Mark
INSPIRE ADVISORS, LLC
IAR
Dublin, OH
James E Blue II
James BlueAdvisorCheck Check Mark
BLUE ADVISORS
IAR
UPPER ARLINGTON, OH
Brandon Hendricks
Brandon HendricksAdvisorCheck Check Mark
HORTER INVESTMENT MANAGEMENT, LLC
IAR
Columbus, OH
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.