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Registered advisor
Z••• S••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as Gary Zechariah S••••
At current firm
10 y
since Nov 17, 2015
In the industry
22 y
since Jun 1, 2004 (earliest exam, job or registration)
Prior registered firms
4
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
- L•• F•••••••• L•• BD affiliated currentsince Nov 17, 2015 · Dyersburg, Tn
- F•••• C••••••• F•••••••• P•••• I••• unclassifiedAug 2, 2010 to Nov 23, 2015 · Dyersburg, Tn
- M••••• S•••••• wirehouseJun 1, 2009 to Jul 20, 2010 · Memphis, Tn
- M••••• S•••••• • C•• L•• unclassifiedApr 2, 2007 to Jun 1, 2009 · Memphis, Tn
- M••••• S•••••• D• I••• unclassifiedJun 25, 2004 to Apr 2, 2007 · Memphis, Tn
Moves
a registration end followed by a registration begin elsewhere
- F•••• C••••••• F•••••••• P•••• I••• to L•• F•••••••• L••left Nov 23, 2015, registered Nov 17, 2015 (-6 days) · Other · moved with a team
- M••••• S•••••• to F•••• C••••••• F•••••••• P•••• I•••left Jul 20, 2010, registered Aug 2, 2010 (13 days) · Other
- M••••• S•••••• • C•• L•• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- M••••• S•••••• D• I••• to M••••• S•••••• • C•• L••left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move
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