Zachary Wilson is a registered investment advisor, based in Scottsdale, AZ, with 5 years of industry experience.
Location
14321 North Northsight Blvd, Scottsdale, AZ, 85260
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Zachary is a contract driver, picking up and delivering food orders. This self-employment activity is not investment-related and takes minimal time.
Employment History
Current Registrations
Vanguard Marketing Corporation
March 2025 - Present · 1 yr 2 mos
Vanguard Advisers, INC.
March 2025 - Present · 1 yr 2 mos
Vanguard Marketing CorporationBroker
March 2025 - Present · 1 yr 2 mos
Previous Registrations
LPL Financial LLC
September 2024 - October 2024 · 1 mo
LPL Financial LLCBroker
September 2024 - October 2024 · 1 mo
J.P. Morgan Securities LLC
March 2024 - June 2024 · 3 mos
J.P. Morgan Securities LLCBroker
March 2024 - June 2024 · 3 mos
Captrust
October 2023 - March 2024 · 5 mos
Capfinancial Securities, LLC.Broker
October 2023 - March 2024 · 5 mos
J.P. Morgan Securities LLC
December 2021 - September 2023 · 1 yr 9 mos
J.P. Morgan Securities LLCBroker
December 2021 - September 2023 · 1 yr 9 mos
Vanguard Advisers, INC.
September 2020 - March 2021 · 6 mos
Vanguard Marketing CorporationBroker
October 2018 - March 2021 · 2 yrs 5 mos
State Registrations2 states
AZTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.