Best Investors Account Sign in
Inactive

Stephen Zurlo

Barksdale Investment Management

Nashville, TN

Claim This Profile
Current Employers
Barksdale Investment Management

40 Burton Hills Blvd Suite 230, Nashville, TN 37215-6104 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-03-15
  • TN RA
    APPROVED
    Since 2024-03-15

Branch Locations

40 Burton Hills Blvd Suite 230, Nashville, TN 37215-6104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Alliancebernstein Nashville TN 08/2020 01/2024
Ameriprise Financial Chattanooga TN 08/2019 07/2020
Alliancebernstein Nashville TN 06/2019 08/2019
Tennessee Valley Authority Chattanooga TN 01/2019 05/2020
Things Remembered Goodlettsville TN 12/2017 12/2018
Patten And Patten Chattanooga TN 06/2018 07/2018
Barnes And Noble Chattanooga TN 08/2016 09/2016
University Of Tennessee At Chattanooga Chattanooga TN 09/2016 05/2020
Weaver C. Barksdale & Associates, Inc. Nashville TN 02/2024 Present
  • 08/2020 → 01/2024
    Alliancebernstein
    Nashville, TN
  • 08/2019 → 07/2020
    Ameriprise Financial
    Chattanooga, TN
  • 06/2019 → 08/2019
    Alliancebernstein
    Nashville, TN
  • 01/2019 → 05/2020
    Tennessee Valley Authority
    Chattanooga, TN
  • 12/2017 → 12/2018
    Things Remembered
    Goodlettsville, TN
  • 06/2018 → 07/2018
    Patten And Patten
    Chattanooga, TN
  • 08/2016 → 09/2016
    Barnes And Noble
    Chattanooga, TN
  • 09/2016 → 05/2020
    University Of Tennessee At Chattanooga
    Chattanooga, TN
  • 02/2024 → Present
    Weaver C. Barksdale & Associates, Inc.
    Nashville, TN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-09
  • S66 Uniform Combined State Law Examination
    2020-12-09
Designations

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
OCEAN PARK ASSET MANAGEMENT, LLC
U.S. BANCORP ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
HIGHTOWER ADVISORS, LLC
SANFORD C. BERNSTEIN & CO., LLC

Other Investors

JOHN STUART PIOVARCY
Robert Michael McMahan
Thaddeus B Corbin
HEATHER BARBOUR
CRYSTAL LYNN BEASTROM
JULIE G SANDBERG
JACKSON REESE MORAN
Hugh G Anderson

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
OSAIC WEALTH, INC. · NASHVILLE, TN
OCEAN PARK ASSET MANAGEMENT, LLC · Nashville, TN
U.S. BANCORP ADVISORS, LLC · Nashville, TN

More in Nashville, TN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor