# JAMES MERLE WEISS

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WEISS FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/301501) | 2019-04-10 | present | Yes |
| [MERKLE RETIREMENT PLANNING](https://search.stillhousedata.com/firm/297942) | 2018-08-20 | 2019-04-03 | — |
| [GLOBAL FINANCIAL PRIVATE CAPITAL, INC.](https://search.stillhousedata.com/firm/132070) | 2011-12-02 | 2018-08-22 | — |
| [INVESTMENT ADVISORS CORP](https://search.stillhousedata.com/firm/117531) | 2009-08-31 | 2011-12-14 | — |
| [PRINCIPAL SECURITIES, INC.](https://search.stillhousedata.com/firm/1137) | 2005-02-25 | 2008-07-07 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4505490)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4505490.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.