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Thomas Pullman Meyers Jr

IOA SECURITIES
LONGWOOD, FL
·CRD# 7059696·7 years experience

Professional Summary

Thomas Pullman Meyers Jr, who also goes by Chip Meyers, Thomas Meyers, is a registered financial advisor 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.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Chip Meyers, Thomas Meyers

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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

7 years in the financial services industry

Current & Past Employments

IOA SECURITIES, LLC·CRD# 304185
BD
1. 1855 W State Road 434 Suite 267, Longwood, FL 327502. 1855 W State Road 434 Suite 267, Longwood, FL 32750
August 6, 2020 - Present
ASSET ADVISORS OF AMERICA, LLC·CRD# 146566
RIA
Longwood, FL
November 18, 2020 - November 3, 2025
OSAIC WEALTH, INC.·CRD# 23131
RIA
West Orange, NJ
February 5, 2020 - June 18, 2020
OSAIC WEALTH, INC.·CRD# 23131
BD
West Orange, NJ
March 2, 2019 - June 18, 2020

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Current Firm

IS
IOA SECURITIES, LLC

IOA SECURITIES, LLC

CRD#: 304185 / SEC#: 8-70426
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

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

FINRA licenses (1 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

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

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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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(12/2/2020)

Exams

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

Series 66 — Uniform Combined State Law Examination

Passed Jan 2020About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Mar 2019About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Feb 2019About the SIE exam

Series 24 — General Securities Principal Examination

Passed Jul 2019About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Thomas Pullman Meyers Jr's CRS (Customer Relationship Summary).

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