Robert Mark Weiss

Current Employers

Employment History

• 08/2015 → 10/2018
  Morgan Stanley Smith Barney Llc
  Sarasota, FL
• 10/2018 → 08/2023
  Raymond James Financial Services Advisors, Inc.
  Sarasota, FL
• 10/2018 → 08/2023
  Raymond James Financial Services, Inc.
  Sarasota, FL
• 08/2019 → 12/2024
  Provenance Wealth Advisors
  Sarasota, FL
• 10/2018 → 12/2024
  Provenance Wealth Advisors
  Sarasota, FL
• 08/2023 → 12/2024
  Pwa Securities, Llc
  Sarasota, FL
• 12/2024 → Present
  Summit Financial, Llc
  Parsippany, NJ

Previous Registrations

• 2019-01-29 → 2024-12-02
  Provenance Wealth Advisors
  Sarasota, FL
  Sarasota, FL
  Fort Lauderdale, FL
• 2018-10-24 → 2023-08-25
  Raymond James Financial Services Advisors, Inc
  Sarasota, FL
  Sarasota, FL
• 2009-06-01 → 2018-10-22
  Morgan Stanley
  Fairfield, CT
  Baltimore, MD
  Sarasota, FL
• 2007-09-18 → 2009-06-01
  Morgan Stanley & Co. Llc
  Fairfield, CT
• 2004-03-12 → 2007-09-20
  A. G. Edwards & Sons, Inc.
  Southport, CT
  Southport, CT

Other Businesses

(1) Name of Business: Boys & Girls Club of Sarasota County Address: 3130 Fruitville Road, Sarasota, FL, 34236, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Director Investment Related: Yes Start Date: 10/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member of the Foundation Board: general oversight of funds donated to this non-profit org.\Additional duties of Treasurer, Foundation Board. (2) Offers Insurance As A Broker Or Agent Through Numerous Insurance Companies. Some Sales Are Through SRM, An Affiliated Company Which Is Licensed To Sell Various Insurance Products. Mr. Weiss Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products. (3) Bridge Angel Investors; Investment-related 501(c)6 org ; Member of the group; bridgeangelinvestors.com; Screens and potentially funds start up companies as angel investors. Target companies are in Sarasota and other Florida locations. Address: Bridge Angel Investors, 19443 Newlane Place, Bradenton, FL 34202, Duties: Potential investor of local start up companies, along with other members of the group; May or may not profit if the funded start up companies succeed in the future; Start date: 8/15/2025; 2-8 hours per month devoted to this outside business for group calls and remote meetings, along with one evening meeting per month in person; 2-6 hours per month during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2004-03-11
• S63 Uniform Securities Agent State Law Examination
  1994-01-10

Designations