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RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

JEFFREY MICHAEL MEILING

Advisor at LPL FINANCIAL LLC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6eb3b0f6-914c-f3eb-dec4-342283403ff4

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 31, 2001 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LPL FINANCIAL LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 8, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Jul 8, 1999
First registration: Jul 31, 2001
Dual registered: yes, broker-dealer
Other names: JEFFREY M MEILING
IAPD individual key: 2775146

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LPL FINANCIAL LLC	Bd affiliated wealth	Jan 12, 2015	n/a	yes	SPRINGVILLE, UT\|PAYSON, UT\|SPANISH FORK, UT\|DRAPER, UT\|WEST JORDAN, UT\|CENTERVILLE, UT\|MAGNA, UT\|SOUTH JORDAN, UT\|SALT LAKE CITY, UT\|NORTH SALT LAKE, UT\|ST. GEORGE, UT	Current employment
CUNA BROKERAGE SERVICES, INC.	Former SEC adviser	Apr 7, 2006	Jan 2, 2015	no	SOUTH JORDAY, UT\|WEST JORDAN, UT\|TAYLORSVILLE, UT\|COTTONWOOD HEIGHTS, UT\|LAS VEGAS, NV\|MISSION VIEJO, CA\|MESQUITE, NV\|ST GEORGE, UT\|OREM, UT\|SANDY, UT\|OREM, UT	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Jul 31, 2001	Apr 22, 2005	no	SANDY, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CUNA BROKERAGE SERVICES, INC.	LPL FINANCIAL LLC	Jan 2, 2015	Jan 12, 2015	10	Firm change	Other
E*TRADE CAPITAL MANAGEMENT, LLC	CUNA BROKERAGE SERVICES, INC.	Apr 22, 2005	Apr 7, 2006	350	Firm change	Other

Relationships

Registered with (3)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Jan 12, 2015 to presentfactForm ADV
→ CUNA BROKERAGE SERVICES, INC.Registered adviserregistration: previous registration
Apr 7, 2006 to Jan 2, 2015factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 31, 2001 to Apr 22, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6eb3b0f6-914c-f3eb-dec4-342283403ff4
First observed: Jul 31, 2001
Last observed: Sep 15, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JEFFREY MICHAEL MEILING

Advisor at LPL FINANCIAL LLC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6eb3b0f6-914c-f3eb-dec4-342283403ff4

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:31 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

LPL FINANCIAL LLC

Bd affiliated wealth

Jan 12, 2015

n/a

yes

Current employment

CUNA BROKERAGE SERVICES, INC.

Former SEC adviser

Apr 7, 2006

Jan 2, 2015

Previous registration

E*TRADE CAPITAL MANAGEMENT, LLC

Former SEC adviser

Jul 31, 2001

Apr 22, 2005

SANDY, UT

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CUNA BROKERAGE SERVICES, INC.

LPL FINANCIAL LLC

Jan 2, 2015

Jan 12, 2015

Firm change

Other

E*TRADE CAPITAL MANAGEMENT, LLC

CUNA BROKERAGE SERVICES, INC.

Apr 22, 2005

Apr 7, 2006

350

Firm change

Other