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Registered advisor
Z•••••• Z•••••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as Zachary Alan Zwilling
At current firm
4 y
since Aug 8, 2022
In the industry
20 y
since Oct 21, 2005 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- M••••• S•••••• wirehouse currentsince Aug 8, 2022 · Laguna Niguel, Ca
- J••• M••••• S••••••••• L•• wirehouseOct 1, 2012 to Aug 6, 2022 · Mission Viejo, Ca
- C•••• I••••••••• S••••••• C•••• formerDec 14, 2011 to Oct 1, 2012 · Aliso Viejo, Ca
- U••• B•••••• A•••••••• L•• BD affiliatedApr 8, 2010 to Dec 14, 2011 · Newport Beach, Ca
- C••••••••• I••••••••• S•••••••• I••• unclassifiedJan 31, 2008 to Sep 3, 2008 · Laguna Niguel, Ca
- A• G• E•••••• • S•••• I••• unclassifiedOct 24, 2005 to Aug 21, 2006 · San Juan Capistrano, Ca
Moves
a registration end followed by a registration begin elsewhere
- J••• M••••• S••••••••• L•• to M••••• S••••••left Aug 6, 2022, registered Aug 8, 2022 (2 days) · Wirehouse to wirehouse
- C•••• I••••••••• S••••••• C•••• to J••• M••••• S••••••••• L••left Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
- U••• B•••••• A•••••••• L•• to C•••• I••••••••• S••••••• C••••left Dec 14, 2011, registered Dec 14, 2011 (0 days) · Other
- C••••••••• I••••••••• S•••••••• I••• to U••• B•••••• A•••••••• L••left Sep 3, 2008, registered Apr 8, 2010 (582 days) · Other
- A• G• E•••••• • S•••• I••• to C••••••••• I••••••••• S•••••••• I•••left Aug 21, 2006, registered Jan 31, 2008 (528 days) · Other
Signals
- Z•••••• Z••••••• left J••• M••••• S••••••••• L•• for M••••• S•••••• (registered 2022-08-08)Aug 6, 2022 · Advisor changed firm · fact
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
- Wirehousederived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address