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3555 Farnam Street Suite 800, Omaha, NE 68131-3312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-04-08 |
Branch Locations
3555 Farnam Street Suite 800, Omaha, NE 68131-3312 • United States
Jersey City, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lord Abbett | Jersey City | NJ | 05/2010 | 10/2017 |
| Wbi Investments, Inc. | Red Bank | NJ | 02/2018 | 04/2020 |
| Millington Securities, Inc. | Red Bank | NJ | 02/2018 | 04/2020 |
| Unemployed | Belmar | NJ | 10/2017 | 02/2018 |
| Weitz Securities, Inc. | Omaha | NE | 06/2020 | Present |
| Unemployed | Jersey City | NJ | 04/2020 | 06/2020 |
MR. MERLO HAS BEEN A BOARD ADVISOR SINCE 2-27-2019 FOR DAILY DOSE ENTERPRISES, LLC (P.O. BOX 1153, HOBOKEN, NJ 07030), A NON-INVESTMENT RELATED BEVERAGE COMPANY. HE IS NOT COMPENSATED FOR HIS ROLE WITH DAILY DOSE, SPENDS 1 HOUR PER MONTH (0 HOURS DURING BUSINESS DAY), AND IT DOES NOT CONFLICT WITH HIS RESPONSIBILITIES WITH WEITZ SECURITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-29 |
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