This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CALIBER WEALTH MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Jun 3, 2019

First registration

Jun 3, 2019

Dual registered

no

Other names

Zach Zarda

IAPD individual key

7049292

• Occurred

  Oct 2, 2024
  Advisor changed firm

  Zachary Joseph Zarda left Raymond James Financial Services Advisors, Inc for Caliber Wealth Management, Llc (registered 2024-07-15)

  Form ADVobserved 4 days ago
• Occurred

  Oct 31, 2023
  Advisor changed firm

  Zachary Joseph Zarda left Ubs Financial Services Inc. for Raymond James Financial Services Advisors, Inc (registered 2023-10-23)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6b68072a-e356-4d8a-39a3-35e6b765c8fd

First observed

Jun 3, 2019

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.