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DAVID RANSOM MEGARITY
DAVID R MEGARITY
CRD#: 2216072
IA
B
WELLS FARGO ADVISORSCRD#: 19616 17 COWBOYS WAY STE 500
FRISCO, TX 75034
FRISCO, TX 75034
0
Disclosures
31
Years of Experience
View By:
State Registrations
B
Alaska 7/6/2015
B
Michigan 4/22/2021
B
Colorado 12/13/2024
B
New Mexico 9/3/2021
B
District of Columbia 12/20/2023
B
New York 10/8/2009
B
Florida 7/1/2009
B
Ohio 4/30/2020
B
Georgia 6/15/2012
B
Texas 7/1/2009
B
Indiana 3/23/2022
IA
Texas 7/1/2009
B
Iowa 3/22/2023
B
Utah 6/29/2022
B
Kansas 8/3/2021
SRO Registrations
B
B
B
B
B
B
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IA
Registered with this firm since 7/1/2009
B
Registered with this firm since 7/1/2009
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 10/05/2007 - 07/02/2009 | SOUTHLAKE, TX | |
B | 10/05/2007 - 07/02/2009 | SOUTHLAKE, TX | |
IA | 02/03/1998 - 10/08/2007 | FT. WORTH, TX | |
B | 02/03/1998 - 10/08/2007 | FT. WORTH, TX | |
B | 03/02/1999 - 07/12/1999 | OAKLAND, CA | |
B | 10/21/1994 - 02/02/1998 | OAKLAND, CA | |
B | 06/07/1993 - 05/24/1994 | MINNEAPOLIS, MN |
SOUTHLAKE, TX
10/05/2007 - 07/02/2009
SOUTHLAKE, TX
10/05/2007 - 07/02/2009
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.