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Joel Michael Zerbe

Vista Cima Wealth Management LLC

Surprise, AZ

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Current Employers
Vista Cima Wealth Management Llc

Surprise, AZ • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2020-02-14
TX RA APPROVED 2020-02-12
  • AZ RA
    APPROVED
    Since 2020-02-14
  • TX RA
    APPROVED
    Since 2020-02-12

Branch Locations

Surprise, AZ • 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
Edward Jones Surprise AZ 12/2013 02/2020
Cima Capital Wealth Management Surprise AZ 02/2020 Present
  • 12/2013 → 02/2020
    Edward Jones
    Surprise, AZ
  • 02/2020 → Present
    Cima Capital Wealth Management
    Surprise, AZ
Previous Registrations
  • 2014-02-13 → 2020-02-17
    Edward Jones
    Surprise, AZ
    Surprise, AZ
    Surprise, AZ
    St Louis, MO
    Surprise, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-01-24
  • S66 Uniform Combined State Law Examination
    2014-01-24

View on SEC IAPD

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