RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Zachary N Threadgill
- Title
- Investment Advisorreportedthreadgillfinancial.comfirm site, Sep 15, 2026
- Designations
- JDreportedthreadgillfinancial.comas printed on the bio page, Sep 16, 2026
- Direct business phone
- 713-893-5635reportedthreadgillfinancial.comfirm site, Sep 15, 2026
- Professional profile
- THREADGILLFINANCIAL.COM/team/zachary-threadgillreportedthreadgillfinancial.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Threadgill Financial, LLC independent RIA currentsince Feb 10, 2015 · The Woodlands, Tx
- Awm Financial Services Inc. independent RIASep 24, 2014 to Mar 20, 2015 · Houston, Tx
- Retirement Planners Of America independent RIAApr 4, 2011 to Jun 5, 2014 · Plano, Tx
- Cambridge Investment Research Advisors, Inc. BD affiliatedOct 1, 2010 to Jun 20, 2011 · Plano, Tx
- Awm Financial Services Inc. to Threadgill Financial, LLCleft Mar 20, 2015, registered Feb 10, 2015 (-38 days) · RIA to RIA
- Retirement Planners Of America to Awm Financial Services Inc.left Jun 5, 2014, registered Sep 24, 2014 (111 days) · Other
- Cambridge Investment Research Advisors, Inc. to Retirement Planners Of Americaleft Jun 20, 2011, registered Apr 4, 2011 (-77 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address