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Registered advisor
K••••• S•••• Z•••••
Feed of 09/15/2026
Also filed as Scott Zehner
At current firm
4 y
since Mar 29, 2022
In the industry
30 y
since Apr 15, 1996 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- M•••• C••••••• A••••••• S•••••• BD affiliated currentsince Mar 29, 2022 · Palm Beach Gardens, Fl
- P•••••••• S••••••••• I••• BD affiliatedNov 4, 2005 to Jun 21, 2010 · Fort Myers, Fl
- R••••••• H••••••• G•••• L•• unclassifiedJun 28, 2004 to Oct 26, 2005 · Fort Myers, Fl
- T••••••••• F•••••••• A•••••••• L•• BD affiliatedApr 2, 2003 to Oct 1, 2003 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- P•••••••• S••••••••• I••• to M•••• C••••••• A••••••• S••••••left Jun 21, 2010, registered Mar 29, 2022 (4299 days) · Other
- R••••••• H••••••• G•••• L•• to P•••••••• S••••••••• I•••left Oct 26, 2005, registered Nov 4, 2005 (9 days) · Other
- T••••••••• F•••••••• A•••••••• L•• to R••••••• H••••••• G•••• L••left Oct 1, 2003, registered Jun 28, 2004 (271 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address