JAMES LEONARD MEERT is an investment adviser representative (IAR) with state registration records since 2010, appearing at 2 firms. Currently registered with APPLE TREE ASSET MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| APPLE TREE ASSET MANAGEMENT, LLC | 2023-12-14 | present | Yes |
| MEERT/ ZOLLER FINANCIAL GROUP | 2010-11-23 | 2023-12-31 | — |
| MEERT/ ZOLLER FINANCIAL GROUP | 2010-11-23 | 2011-12-31 | — |