Ross Michael Weinberg

Current Employers

Employment History

• 08/2019 → 05/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Zanesville, OH
• 04/2018 → 06/2019
  Organic Technologies
  Coshocton, OH
• 07/2017 → 04/2018
  Winerak Market
  Zanesville, OH
• 05/2017 → 07/2017
  Donald's Donuts
  Zanesville, OH
• 03/2016 → 05/2017
  Variety Attractions
  Zanesville, OH
• 01/2019 → 08/2019
  Ohio University
  Athens, OH
• 05/2017 → 08/2018
  Lobster Lovers Express
  Zanesville, OH
• 12/2019 → 05/2024
  Bank Of America, N.A.
  Zanesville, OH
• 05/2024 → Present
  Kestra Investment Services, Llc
  Zanesville, OH
• 05/2024 → Present
  Kestra Private Wealth Services, Llc
  Zanesville, OH

Previous Registrations

• 2019-11-29 → 2024-05-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Zanesville, OH
  New York, NY

Other Businesses

Name: ATTAIN WEALTH PARTNERS POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/08/2024 ADDRESS: 3983 Northpointe Dr, Zanesville OH 43701, United States DESCRIPTION: Holistic financial planning Name: WEINHART INVESTMENTS POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2018 ADDRESS: 1115 Gorsky Road, Hopewell OH 43746, United States DESCRIPTION: rehab properties, screen tenants, property management, bookkeeping Name: MUSKINGUM COUNTY EMERGING LEADERS POSITION: Steering Committee NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/23/2023 ADDRESS: 205 n 5th street, Zanesville OH 43701, United States DESCRIPTION: general direction of the organization. Generate ideas for fundraising, and help to run events Name: W.K.T.B LLC POSITION: Owner/Member NATURE: For tax purposes only INVESTMENT RELATED: Yes # OF HOURS: 6 SECURITIES TRADING HOURS: 3 START DATE: 05/09/2024 ADDRESS: 3983-2 Northpointe Dr, Zanesville OH 43701, United States DESCRIPTION: Wealth Advisor for Attain Wealth Partners Name: RMW HOLDINGS LLC POSITION: Owner NATURE: LLC for tax purposes. INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/17/2025 ADDRESS: 1115 Gorsky Road, Hopewell OH 43746, United States DESCRIPTION: created for tax purposes

Exams

• S66 Uniform Combined State Law Examination
  2019-11-27

Other Names

• Ross Weinberg