Zachary Waldon is a registered investment advisor, based in San Juan Capistrano, CA, with 1 years of industry experience.
Location
33302 Valle Road, Suite 200, San Juan Capistrano, CA, 92675
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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 →Employment History
Current Registrations
Realta Equities, INC.Broker
September 2025 - Present · 8 mos
Realta Investment Advisors, INC
September 2025 - Present · 8 mos
Previous Registrations
Equitable Advisors, LLC
September 2023 - November 2023 · 2 mos
Equitable Advisors, LLCBroker
September 2023 - November 2023 · 2 mos
Vora Wealth Management, PLLC
February 2023 - August 2023 · 6 mos
State Registrations1 state
CA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.