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Advisor at THOMAS MEYER INVESTMENTS
LEANDER, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| THOMAS MEYER INVESTMENTS | State registered | Sep 6, 2023 | n/a | yes | LEANDER, TX | Current employment |
| TURNER CAPITAL INVESTMENTS, LLC | Independent wealth | Jun 3, 2022 | Mar 23, 2023 | no | Autstin, TX | Previous registration |
| TURNER CAPITAL INVESTMENTS, LLC | Independent wealth | Oct 9, 2008 | Nov 30, 2015 | no | AUSTIN, TX | Previous registration |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Feb 16, 2007 | Jul 15, 2008 | no | AUSTIN, TX | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jul 1, 2003 | Dec 9, 2004 | no | AUSTIN, TX | Previous registration |
| PRUDENTIAL EQUITY GROUP, LLC | n/a | Jul 9, 2001 | Jul 1, 2003 | no | CORPUS CHRISTI, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TURNER CAPITAL INVESTMENTS, LLC | THOMAS MEYER INVESTMENTS | Mar 23, 2023 | Sep 6, 2023 | 167 | Firm change | RIA to state RIA |
| VALIC FINANCIAL ADVISORS, INC. | TURNER CAPITAL INVESTMENTS, LLC | Jul 15, 2008 | Oct 9, 2008 | 86 | Firm change | Other |
| WELLS FARGO ADVISORS | VALIC FINANCIAL ADVISORS, INC. | Dec 9, 2004 | Feb 16, 2007 | 799 | Firm change after gap | Other |
| PRUDENTIAL EQUITY GROUP, LLC | WELLS FARGO ADVISORS | Jul 1, 2003 | Jul 1, 2003 | 0 | Bulk transfer | Other |