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Advisor at ZENITH WEALTH ADVISORS
SCOTTSDALE, AZ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ZENITH WEALTH ADVISORS | Independent wealth | Jun 30, 2025 | n/a | yes | SCOTTSDALE, AZ | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Feb 23, 2024 | Jul 1, 2025 | no | SCOTTSDALE, AZ|LOS ANGELES, CA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Nov 13, 2015 | Jan 15, 2021 | no | CHANDLER, AZ|NEW YORK, NY|SCOTTSDALE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | ZENITH WEALTH ADVISORS | Jul 1, 2025 | Jun 30, 2025 | -1 | Firm change | Wirehouse to RIA |