ZG
ZG

Zachary Greenhoe

3 Years of Experience
Cranston, RI
BrokerSells Insurance

Zachary Greenhoe is a registered investment advisor, based in Cranston, RI, with 3 years of industry experience.

Location

1145 Reservoir Ave, Suite 200, Cranston, RI, 02920

Get directions

History

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 ActivitiesSells Insurance

Zachary works as a financial consultant for Florida Financial Advisors and a registered representative for Trinity Wealth Securities, dedicating full-time hours to each. He also engages in fixed insurance sales through Florida Financial Insurance, spending a few hours per week on this activity.

Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
July 2023 - Present · 2 yrs 10 mos
Florida Financial Advisors, LLC
June 2022 - Present · 3 yrs 11 mos
State Registrations6 states
FLGAMAMNRITX
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.
Zachary Greenhoe - Financial Advisor | TrueAdvisor