# JOSEPH ZORN

JOSEPH ZORN is an investment adviser representative (IAR) with state registration records since 1995, appearing at 7 firms. Currently registered with TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC..

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.](https://search.stillhousedata.com/firm/298422) | 2022-10-04 | present | Yes |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2018-01-04 | 2021-12-01 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2015-08-26 | 2017-05-18 | — |
| [NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC](https://search.stillhousedata.com/firm/2881) | 2010-06-14 | 2013-08-28 | — |
| [TRUE NORTH ADVISORS, LLC](https://search.stillhousedata.com/firm/116048) | 2006-10-16 | 2008-12-23 | — |
| [AMERICAN SECURITIES GROUP, INC.](https://search.stillhousedata.com/firm/43730) | 2006-09-19 | 2006-11-06 | — |
| [RETIREMENT ADVISORS OF AMERICA](https://search.stillhousedata.com/firm/106968) | 1995-05-10 | 2005-12-06 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2600959)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2600959.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.