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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)13 years in industry

ZACHARY DAVID MEYER

Advisor at INTEGRITY ALLIANCE, LLC

Glastonbury, CT | URBANDALE, IA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f6ffe772-bb49-0931-c8b8-63f248b95fdc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jun 2, 2017 to Sep 14, 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: INTEGRITY ALLIANCE, LLC
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: Oct 1, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Jun 8, 2015
First registration: Jun 2, 2017
Dual registered: yes, broker-dealer
Other names: ZACHARY MEYER
IAPD individual key: 6454428

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
INTEGRITY ALLIANCE, LLC	Bd affiliated wealth	Sep 26, 2022	n/a	yes	Glastonbury, CT\|URBANDALE, IA	Current employment
CAPITAL ANALYSTS	Bd affiliated wealth	Jan 7, 2020	Sep 26, 2022	no	Farmington, CT	Previous registration
LINCOLN INVESTMENT	Independent wealth	Jan 7, 2020	Sep 26, 2022	no	FARMINGTON, CT\|Fort Washington, PA	Previous registration
BANKERS LIFE ADVISORY SERVICES, INC.	Bd affiliated wealth	Jun 2, 2017	Dec 23, 2019	no	Old Lyme, CT\|CHICAGO, IL\|Farmington, CT	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
CAPITAL ANALYSTS	LINCOLN INVESTMENT	Sep 26, 2022	Jan 7, 2020	-993	Firm change after gap	Ibd to ibd
LINCOLN INVESTMENT	INTEGRITY ALLIANCE, LLC	Sep 26, 2022	Sep 26, 2022	0	Firm change	RIA to RIA
BANKERS LIFE ADVISORY SERVICES, INC.	CAPITAL ANALYSTS	Dec 23, 2019	Jan 7, 2020	15	Firm change	Ibd to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
162200:519:CT:2022-09-26	Sep 26, 2022	Jan 7, 2020	FARMINGTON, CT	Firm change after gap

Relationships

Registered with (4)

→ INTEGRITY ALLIANCE, LLCRegistered adviserregistration: current employment
Sep 26, 2022 to presentfactForm ADV
→ CAPITAL ANALYSTSRegistered adviserregistration: previous registration
Jan 7, 2020 to Sep 26, 2022factForm ADV
→ LINCOLN INVESTMENTRegistered adviserregistration: previous registration
Jan 7, 2020 to Sep 26, 2022factForm ADV
→ BANKERS LIFE ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Jun 2, 2017 to Dec 23, 2019factForm ADV

Dated events

Occurred
Sep 26, 2022
Advisor changed firm
Zachary David Meyer left Lincoln Investment for Integrity Alliance, Llc (registered 2022-09-26)
Form ADVobserved 5 days ago
Occurred
Sep 26, 2022
Advisor changed firm
Zachary David Meyer left Capital Analysts for Lincoln Investment (registered 2020-01-07)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f6ffe772-bb49-0931-c8b8-63f248b95fdc
First observed: Jun 2, 2017
Last observed: Sep 14, 2026 6 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.

ZACHARY DAVID MEYER

Advisor at INTEGRITY ALLIANCE, LLC

Glastonbury, CT | URBANDALE, IA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f6ffe772-bb49-0931-c8b8-63f248b95fdc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:40 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

INTEGRITY ALLIANCE, LLC

Bd affiliated wealth

Sep 26, 2022

n/a

yes

Glastonbury, CT|URBANDALE, IA

Current employment

CAPITAL ANALYSTS

Bd affiliated wealth

Jan 7, 2020

Sep 26, 2022

Farmington, CT

Previous registration

LINCOLN INVESTMENT

Independent wealth

Jan 7, 2020

Sep 26, 2022

FARMINGTON, CT|Fort Washington, PA

Previous registration

BANKERS LIFE ADVISORY SERVICES, INC.

Bd affiliated wealth

Jun 2, 2017

Dec 23, 2019

Old Lyme, CT|CHICAGO, IL|Farmington, CT

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CAPITAL ANALYSTS

LINCOLN INVESTMENT

Sep 26, 2022

Jan 7, 2020

-993

Firm change after gap

Ibd to ibd

LINCOLN INVESTMENT

INTEGRITY ALLIANCE, LLC

Sep 26, 2022

Firm change

RIA to RIA

BANKERS LIFE ADVISORY SERVICES, INC.

CAPITAL ANALYSTS

Dec 23, 2019

Jan 7, 2020

Firm change

Ibd to ibd

Team

Left

Joined

From

Kind

162200:519:CT:2022-09-26

Sep 26, 2022

Jan 7, 2020

FARMINGTON, CT

Firm change after gap