Thomas P. Meyers

ASSET ADVISORS OF AMERICA

Longwood, FL 32750

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CRD#: 7059696

Professional summary

Thomas Pullman Meyers Jr, who also goes by Chip Meyers, Thomas Meyers, is a registered financial advisor currently at ASSET ADVISORS OF AMERICA, LLC located in Longwood, Florida and IOA SECURITIES, LLC located in Longwood, Florida.

Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Thomas has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chip Meyers | Thomas Meyers

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.

Insurance Office of America, Inc., not investment-related, 1855 West State Road 434 Longwood, FL 32779, Insurance Agency, CFO, Started 9/22/14, 80 hours/month in total and during trading hours, executive responsibility and oversight of accounting operations. Insurance Office of America, Inc., not investment-related, 1855 West State Road 434 Longwood, FL 32779, Insurance Agency, Director, Started 1/1/16, 20 hours/ month in total and 5 hours/month during trading hours, board member and business strategy.

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

Current

November 18, 2020 - Present

ASSET ADVISORS OF AMERICA, LLC

Office #1: 1855 W. State Route 434, Longwood, FL 32750

CRD#: 146566

Longwood, FL

Current

August 6, 2020 - Present

IOA SECURITIES, LLC

Office #1: 1855 W State Road 434 Suite 267, Longwood, FL 32750Office #2: 1855 W State Road 434 Suite 267, Longwood, FL 32750

CRD#: 304185

Longwood, FL

Past

February 5, 2020 - June 18, 2020

OSAIC WEALTH, INC.

RIA

CRD#: 23131

WEST ORANGE, NJ

Past

March 2, 2019 - June 18, 2020

OSAIC WEALTH, INC.

CRD#: 23131

WEST ORANGE, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

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

IAR

Florida
(11/18/2020)

Florida
(12/2/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/21/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/2/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/16/2019

Securities Industry Essentials Examination

Principal/Supervisory Exam

Series 24

Date: 7/1/2019

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

ASSET ADVISORS OF AMERICA, LLC

CRD#: 146566 / SEC#: 801-72099

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Contact information

Main Address

1855 W. State Route 434, Longwood, FL 32750

Mailing Address

Phone number

(407) 788-3000

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Thomas P. Meyers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ASSET ADVISORS OF AMERICA, LLC

IOA SECURITIES, LLC

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/21/2020

Series 7TO

Date: 3/2/2019

SIE

Date: 2/16/2019

Series 24

Date: 7/1/2019

FINRA

Current Firm

ASSET ADVISORS OF AMERICA, LLC

Contact information

Documents

Red Flags

Company Information

ASSET ADVISORS OF AMERICA, LLC

TRUST BUT VERIFY

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