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Registered advisor
R••••• J••••• Z••••••••
Chartered Financial Consultant
Feed of 09/14/2026
Also filed as Bob Zacharias
At current firm
3 y
since May 18, 2023
In the industry
22 y
since Dec 1, 2003 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- C••••• I••••••••• A••••••• L•• BD affiliated currentsince May 18, 2023 · Orange Park, Fl
- V••• F•••••••• A•••••••• I••• BD affiliatedSep 4, 2008 to Jun 11, 2021 · Jacksonville, Fl
- I••••• F•••••••• C••••••••• formerMay 21, 2004 to Jul 11, 2008 · Jacksonville, Fl
- A••••••••• A•••••• S•••••••• I••• unclassifiedDec 8, 2003 to Jun 8, 2004 · Jacksonville Beach, Fl
Moves
a registration end followed by a registration begin elsewhere
- V••• F•••••••• A•••••••• I••• to C••••• I••••••••• A••••••• L••left Jun 11, 2021, registered May 18, 2023 (706 days) · corporate re-registration, not a move
- I••••• F•••••••• C••••••••• to V••• F•••••••• A•••••••• I•••left Jul 11, 2008, registered Sep 4, 2008 (55 days) · Other
- A••••••••• A•••••• S•••••••• I••• to I••••• F•••••••• C•••••••••left Jun 8, 2004, registered May 21, 2004 (-18 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
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address