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Thomas P. Meyers

IOA SECURITIES
Longwood, FL 32750
Some features on this profile are disabled
CRD#: 7059696
TM

Professional summary

Thomas Pullman Meyers Jr, who also goes by Chip Meyers, Thomas Meyers, is a registered financial professional currently at IOA SECURITIES, LLC located in Longwood, Florida.

Thomas is registered as a 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"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Thomas Pullman Meyers Jr'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

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
BD
CRD#: 304185
Longwood, FL
Past

November 18, 2020 - November 3, 2025

ASSET ADVISORS OF AMERICA, LLC

RIA
CRD#: 146566
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.

BD
CRD#: 23131
WEST ORANGE, NJ

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
(12/2/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/21/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/2/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/16/2019
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/1/2019
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

IS
IOA SECURITIES, LLC
IOA SECURITIES, LLC

CRD#: 304185 / SEC#: , 8-70426

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

Main Address
1855 W State Road 434 Suite 267, Longwood, FL 32750
Mailing Address
1855 W State Road 434 Suite 267, Longwood, FL 32750
Phone number
(407) 998-5566
Established
Florida since 04/12/2019
Firm type
Limited Liability Company
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#
INSURANCE OFFICE OF AMERICA, INC.SOLE MEMBER
KINZER, CAROL ANNFINOP; PRINCIPAL FINANCIAL OFFICER AND PRINCIPAL OPERATIONS OFFICER4519471
MEYERS, THOMAS PULLMAN JRCHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER7059696

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

IOA SECURITIES, LLC

CRD#: 304185Longwood, FL 32750

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