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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)10 years in industry

Joseph Francis Meylor

Advisor at CARTER ADVISORY SERVICES, INC

Plano, TX | DALLAS, TX | Dallas, TX

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Search this name across graphsid dfx:ria:c54ac69a-362a-3b2d-c544-335da0209eb6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 2, 2016 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: CARTER ADVISORY SERVICES, INC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 1, 2016
First registration: Dec 2, 2016
Dual registered: yes, broker-dealer
Other names: Joe Francis Meylor|Joseph Meylor
IAPD individual key: 6702893

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
CARTER ADVISORY SERVICES, INC	State registered	Sep 22, 2021	n/a	yes	DALLAS, TX	Current employment
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Aug 10, 2020	n/a	yes	Dallas, TX\|Plano, TX	Current employment
BFS ADVISORY GROUP, LLC	n/a	Mar 17, 2020	Aug 7, 2020	no	DALLAS, TX	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	Nov 12, 2018	Jul 30, 2020	no	DALLAS, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Dec 2, 2016	May 4, 2018	no	MADISON, WI	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
BFS ADVISORY GROUP, LLC	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Aug 7, 2020	Aug 10, 2020	3	Firm change	Other
FSC SECURITIES CORPORATION	BFS ADVISORY GROUP, LLC	Jul 30, 2020	Mar 17, 2020	-135	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	FSC SECURITIES CORPORATION	May 4, 2018	Nov 12, 2018	192	Firm change	Wirehouse to ibd

Relationships

Registered with (5)

→ CARTER ADVISORY SERVICES, INCRegistered adviserregistration: current employment
Sep 22, 2021 to presentfactForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: current employment
Aug 10, 2020 to presentfactForm ADV
→ BFS ADVISORY GROUP, LLCRegistered adviserregistration: previous registration
Mar 17, 2020 to Aug 7, 2020factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Nov 12, 2018 to Jul 30, 2020factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Dec 2, 2016 to May 4, 2018factForm ADV

Dated events

No dated event names this entity yet.