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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-11-26 |
| CT | RA | APPROVED | 2023-08-10 |
Branch Locations
1575 Boston Post Rd Building C St 1, Guilford, CT 06437 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St Paul | MN | 09/1989 | 08/2023 |
| Mdz Wealth Management Llc | Orange | CT | 11/2015 | Present |
| Minnesota Life Insurance Co | St Paul | MN | 10/1989 | 08/2023 |
| Cetera Wealth Services, Llc | Guilford | CT | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| Z Wealth Management Llc | Guilford | CT | 01/2018 | Present |
1. ISHEM ROAD W HARTFORD CT POSITION: Member NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/08/2007 ADDRESS: , Hartfort CT , United States DESCRIPTION: Member; 2. NAME OF OTHER BUSINESS: Z WEALTH MANAGEMENT LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 1/2018; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 45; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: EXPENSE MANAGEMENT;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-29 |
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