Best Investors Account Sign in

Weston Zierer

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Nashville, TN

Claim This Profile
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-06-25
TX RA APPROVED 2026-06-25
  • TN RA
    APPROVED
    Since 2026-06-25
  • TX RA
    APPROVED
    Since 2026-06-25

Branch Locations

222 2Nd Ave S, Nashville, TN 37201 • 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
Ubs Phoenix AZ 02/2024 08/2024
Ubs Financial Services Inc Phoenix AZ 08/2024 Present
Jw Financial Services Gilbert AZ 05/2023 08/2023
Human Performance Center Gilbert AZ 11/2022 01/2025
Asu Phoenix AZ 08/2020 12/2024
High School Gilbert AZ 01/2015 08/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashville TN 06/2026 Present
Previous Registrations
Other Businesses

1. Human Performance Center, Train people, market, clean, all of the above, Proprietor / owner, start date-11/23/2022, GilbertAZ United States-85234.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-01
  • S66 Uniform Combined State Law Examination
    2025-08-01

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