Zachary A. Weiss
Professional summary
Zachary Alexander Weiss is a registered financial professional currently at CVC FUNDING, LLC located in San Francisco , California.
Zachary is registered as a RR (Registered Representative) and started their career in finance in 2010. Zachary has worked at 3 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Zachary Alexander Weiss's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 26, 2023 - Present
CVC FUNDING, LLC
Office #1: 39 Mesa Street Suite 212, San Francisco , CA 94129December 21, 2016 - May 3, 2021
APOLLO GLOBAL SECURITIES, LLC
December 3, 2010 - July 27, 2011
SAMCO CAPITAL MARKETS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/24/2023)
(8/16/2023)
(8/11/2023)
(11/29/2023)
(9/29/2023)
(6/28/2023)
(8/14/2023)
(8/17/2023)
(8/14/2023)
(8/12/2023)
(8/15/2023)
(8/14/2023)
(8/15/2023)
(8/17/2023)
(8/14/2023)
Exams
Series 7TO
Date: 10/24/2022
General Securities Representative ExaminationFINRA
Current Firm
CVC FUNDING, LLC
CRD#: 277056 / SEC#: , 8-69650
Contact information
FINRA licenses (52 States and Territories)
Red Flags
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Company Information
CVC FUNDING, LLC
CRD#: 277056San Francisco , CA 94129TRUST BUT VERIFY
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