Karl William Schlierf

Current Employers

Employment History

• 01/2018 → 07/2018
  E*Trade Securities Llc
  Alpharetta, GA
• 05/2013 → 09/2019
  General Nutrition Center
  Marietta, GA
• 03/2017 → 05/2017
  Peoples National Bank
  Colorado Springs, CO
• 05/2017 → 06/2017
  T. Mobile
  Colorado Springs, CO
• 07/2017 → 08/2017
  Pizza Hut
  Colorado Springs, CO
• 10/2017 → 12/2017
  Usaa
  Colorado Springs, CO
• 08/2018 → 04/2019
  Fidelity Brokerage Services Llc
  Greenwood Village, CO
• 04/2019 → 09/2019
  Peyton Resource Group
  San Antonio, TX
• 09/2019 → 02/2020
  E*Trade Securities Llc
  Alpharetta, GA
• 02/2020 → 08/2020
  E*Trade Securities Llc
  Alpharetta, GA
• 08/2020 → 09/2021
  E*Trade Securities Llc
  Alpharetta, GA
• 09/2021 → 09/2022
  E*Trade Securities Llc
  Alpharetta, GA
• 09/2022 → 03/2024
  E*Trade Securities Llc
  Sandy, UT
• 01/2023 → 03/2024
  Morgan Stanley
  Sandy, UT
• 03/2024 → 11/2024
  Morgan Stanley
  Sandy, UT
• 11/2024 → 01/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Albuquerque, NM
• 09/2024 → 11/2024
  Chipotle Mexican Grill
  Sandy, UT
• 02/2017 → 02/2017
  Lockheed Martin Corporation
  Marietta, GA
• 04/2021 → 11/2024
  Morgan Stanley
  Sandy, UT
• 06/2017 → 07/2017
  24 Hour Fitness
  Colorado Springs, CO
• 01/2026 → 02/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Albuquerque, NM
• 03/2026 → Present
  Ubs Financial Services Inc
  Albuquerque, NM

Previous Registrations

• 2025-01-27 → 2026-03-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  El Paso, TX
  Tucson, AZ
  Albuquerque, NM

Other Businesses

I*: 2077269Entity Type: Rental PropertyName: Rental Property 1 Investment-related: NoAddress of the other business: Colorado Springs, COYour position: Owner Start date of your relationship: 06/2023 Approximate number of hours/month you devote to the other business: 0Number of hours you devote to the other business during securities trading hours: 0Briefly describe your duties relating to the other business: Owner- no other duties - property managed by property manager I*3004265 Entity Type: Entity For Profit Name of OBA: Bluebird Real Estate LLC Address: Albuquerque, New Mexico, 87110 Investment Related: No Position, Title, Association: Owner Employee Start Date: 10/18/2025 Number of Hours: 20, Weekly Number of Hours during trading: 0, Weekly Duties: Buy houses/town homes/condos and repair if needed and sell or rent the property. Full Owner. Purchasing and selling/renting properties.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-24
• S63 Uniform Securities Agent State Law Examination
  2016-02-25

Other Names

• Karl William Schlierf
• Karl Schlierf
• Karl W Schlierf