Josef Weiser

300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2026-02-20

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
The Vanguard Group, Inc.	Charlotte	NC	03/2024	12/2024
Wells Fargo Bank	Concord	NC	02/2023	12/2023
High Tide Hospitality	Charlotte	NC	03/2022	11/2022
The Cowfish	Charlotte	NC	10/2021	01/2022
Self Employed	Troutman	NC	12/2019	09/2021
Lowes Inc	Troutman	NC	05/2017	08/2017
University Of South Carolina	Columbia	SC	08/2016	05/2017
Apps & Taps	Mooresville	NC	02/2019	10/2019
Unemployed	Mooresville	NC	08/2017	02/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Charlotte	NC	12/2024	12/2025
Bank Of America, N.A.	Charlotte	NC	02/2025	12/2025
Pnc Wealth Management	Elkton	MD	02/2026	Present

03/2024 → 12/2024

The Vanguard Group, Inc.

Charlotte, NC
02/2023 → 12/2023

Wells Fargo Bank

Concord, NC
03/2022 → 11/2022

High Tide Hospitality

Charlotte, NC
10/2021 → 01/2022

The Cowfish

Charlotte, NC
12/2019 → 09/2021

Self Employed

Troutman, NC
05/2017 → 08/2017

Lowes Inc

Troutman, NC
08/2016 → 05/2017

University Of South Carolina

Columbia, SC
02/2019 → 10/2019

Apps & Taps

Mooresville, NC
08/2017 → 02/2019

Unemployed

Mooresville, NC
12/2024 → 12/2025

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Charlotte, NC
02/2025 → 12/2025

Bank Of America, N.A.

Charlotte, NC
02/2026 → Present

Pnc Wealth Management

Elkton, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-01-30
S63	Uniform Securities Agent State Law Examination	2024-05-20