Frank Howard Zito

Current Employers

Employment History

• 03/2010 → 07/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ridgeland, MS
• 04/2017 → 07/2018
  Bank Of America, N.A
  Ridgeland, MS
• 10/2018 → 12/2020
  Coker & Palmer, Inc.
  Jackson, MS
• 01/2021 → 08/2026
  Fhz Wealth Management
  Madison, MS
• 08/2026 → Present
  B.B. Graham & Company, Inc.
  Orange, CA

Previous Registrations

• 2023-12-21 → 2026-08-17
  Fhz Wealth Management, Llc
  Madison, MS
• 2021-10-21 → 2021-12-31
  Fhz Wealth Management, Llc
  Madison, MS
• 2010-03-08 → 2018-07-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ridgeland, MS
• 2007-02-13 → 2010-03-16
  Morgan Keegan & Company, Llc
  Jackson, MS
  Jackson, MS
  Jackson, MS
• 2003-07-10 → 2007-02-13
  Amsouth Investment Management Company Llc
  Birmingham, AL
• 2003-03-03 → 2003-07-10
  Amsouth Investment Services, Inc.
  Jackson, MS
  Jackson, MS
  Madison, MS
  Madison, MS
  Jackson, MS

Other Businesses

1. Business: Independent insurance agent; Investment Related: Yes; Location: 908 Cardigan Court, Madison MS; Nature of Business: Insurance Sales: Position: Agent; Start Date: 1996; Hours: 0 hours per month; Duties: Maintain license, No new sales at this time. 2. Business Name: FHZ Wealth Management, LLC; Investments Related: Yes; Address: 161 Montgomery, Madison MS; Nature of Business: DBA for Agent’s Investment Advisory Related Sales; Position: Owner; Start: January 2021; Hours Per Month: 0 hours per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-28
• S63 Uniform Securities Agent State Law Examination
  1996-08-29

Other Names

• Frank H Zito