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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-24 |
| TX | RA | APPROVED_RES | 2025-10-21 |
Branch Locations
2377 Gold Meadow Way, #100, Gold River, CA 95670 • United States
Soulsbyville, CA • United States
2377 Gold Meadow Way Suite 100, Gold River, CA 95670 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2008-02-19 |
Branch Locations
2377 Gold Meadow Way Suite 100, Gold River, CA 95670 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 04/2007 | 10/2025 |
| Zeller Kern Wealth Advisors | Gold River | CA | 04/2007 | Present |
| Equitable Advisors, Llc | New York | NY | 10/2025 | Present |
1. Insurance Agent - Outside Fixed Insurance Sales.2. Trustee of Living Trust.3. Zeller Kern Private Wealth Management, Inc. - S. Corp established for outside Registered Investment Advisor; Owner Principal 2377 Gold Meadow Way, #100 Gold River CA 95670. Start Date 10/21/2025. 4. Zeller Kern Private Wealth Management, Inc. - Trustee Administrator of Plan 2377 Gold Meadow Way, #100 Gold River CA 95670. Start Date 10/21/2025. 5. Zeller Kern Private Wealth Management, Inc. - VP & CFP established to pay out members 2377 Gold Meadow Way, #100 Gold River CA 95670. Start Date 10/21/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-04 |
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