Ross Emrick
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
11 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Meeder Advisory Services, Inc.Oct 2024 to now
- BNY Mellon Advisors, Inc.Jun 2023 to Oct 2024
- BNY Mellon Securities Corp.May 2023 to Oct 2024
- Pershing LLCNov 2022 to Oct 2024
- Lockwood AdvisorsNov 2022 to Jun 2023
- Meeder Investment Management, Inc.Jan 2019 to Nov 2022
- Pat Scales RemodelingFeb 2018 to Jan 2019
- Born Again Home RemodelingJul 2017 to Nov 2022
- J.P. Morgan Chase BankApr 2016 to Jul 2017
- J.P. Morgan Securities LLCApr 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (OH).
Meeder Advisory Services, Inc.
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 6181910
- 106814