JAMES MERLE WEISS is an investment adviser representative (IAR) with state registration records since 2005, appearing at 5 firms. Currently registered with WEISS FINANCIAL GROUP, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WEISS FINANCIAL GROUP, LLC | 2019-04-10 | present | Yes |
| MERKLE RETIREMENT PLANNING | 2018-08-20 | 2019-04-03 | — |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | 2011-12-02 | 2018-08-22 | — |
| INVESTMENT ADVISORS CORP | 2009-08-31 | 2011-12-14 | — |
| PRINCIPAL SECURITIES, INC. | 2005-02-25 | 2008-07-07 | — |