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RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

Michael Thomas Zarlengo

Advisor at ADVICE AND PLANNING SERVICES

Seattle, WA | SEATTLE, WA

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Search this name across graphsid dfx:ria:ad491b73-bd04-685c-0ba4-efd5a7beac96

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Jan 17, 2020 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ADVICE AND PLANNING SERVICES
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 11, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Feb 11, 2004
First registration: Jan 17, 2020
Dual registered: yes, broker-dealer
Other names: Michael Zarlengo|Michael Zarlengo|Michael Zarlengo|MICHAEL THOMAS ZARLENGO|Michael T Zarlengo
IAPD individual key: 2434321

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Nov 11, 2025	n/a	yes	SEATTLE, WA\|Seattle, WA	Current employment
B.O.S.S. RETIREMENT ADVISORS, LLC	Independent wealth	Feb 27, 2025	Oct 6, 2025	no	LEHI, UT\|KIRKLAND, WA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 15, 2024	Feb 14, 2025	no	SEATTLE, WA\|BELLEVUE, WA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jan 26, 2022	Jun 5, 2023	no	Seattle, WA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Feb 10, 2021	Jun 5, 2023	no	BELLEVUE, WA\|Seattle, WA\|Seattle, WA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Feb 10, 2021	Oct 14, 2022	no	Bellevue, WA\|Seattle, WA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Jan 17, 2020	Dec 31, 2020	no	SEATTLE, WA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Jan 17, 2020	Jan 11, 2021	no	Seattle, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
B.O.S.S. RETIREMENT ADVISORS, LLC	ADVICE AND PLANNING SERVICES	Oct 6, 2025	Nov 11, 2025	36	Firm change	RIA to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	B.O.S.S. RETIREMENT ADVISORS, LLC	Feb 14, 2025	Feb 27, 2025	13	Firm change	Wirehouse to RIA
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	CHARLES SCHWAB & CO., INC.	Jun 5, 2023	Jan 26, 2022	-495	Channel change	RIA to ibd
CHARLES SCHWAB & CO., INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jun 5, 2023	Aug 15, 2024	437	Firm change after gap	Ibd to wirehouse
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Oct 14, 2022	Feb 10, 2021	-611	Bulk transfer	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Dec 31, 2020	Jan 17, 2020	-349	Bulk transfer	Other

Relationships

Registered with (6)

→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: current employment
Nov 11, 2025 to presentfactForm ADV
→ B.O.S.S. RETIREMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 27, 2025 to Oct 6, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 15, 2024 to Feb 14, 2025factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 10, 2021 to Jun 5, 2023factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jan 26, 2022 to Jun 5, 2023factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Feb 10, 2021 to Oct 14, 2022factForm ADV

Dated events

Occurred
Oct 6, 2025
Advisor changed firm
Michael Thomas Zarlengo left B.O.S.S. Retirement Advisors, Llc for Advice And Planning Services (registered 2025-11-11)
Form ADVobserved 5 days ago
Occurred
Feb 14, 2025
Advisor changed firm
Michael Thomas Zarlengo left Merrill Lynch, Pierce, Fenner & Smith Incorporated for B.O.S.S. Retirement Advisors, Llc (registered 2025-02-27)
Form ADVobserved 5 days ago
Occurred
Jun 5, 2023
Advisor changed firm
Michael Thomas Zarlengo left Charles Schwab & Co., Inc. for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2024-08-15)
Form ADVobserved 5 days ago