Zachary Rosenbloom

Current Employers

Employment History

• 05/1997 → Present
  Raymond James Financial Services, Inc.
  Gig Harbor, WA
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Gig Harbor, WA

Previous Registrations

• 1997-08-06 → 2006-12-31
  Bush Polen & Associates Inc
  Gig Harbor, WA

Other Businesses

(1)Name of Business: Address: PO Box 409, Gig Harbor, WA, 98335, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 10/02/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Harborview House LLC Address: 3202 Harborview Dr Ste A, Gig Harbor, WA, 98335, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 02/02/2006 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own an office building with Therese Stewart (3)Name of Business: medhus Address: 1702 sullivan drive nw, gig harbor, WA, 98335, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 06/01/2005 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I manage a family farm. (4)Name of Business: rosenbloom capital management pc Address: 3202 Harborview Dr Ste A, Gig Harbor, WA, 98335-2125, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/01/2002 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This entity is the incorporated business with the State of Washington. I do not hold this business out to the public. I have a separate OBA for Zack Rosenbloom and Associates, PC (5)Name of Business: stewart and rosenbloom financial group Address: 3202 Harborview Dr. NW, Gig Harbor, WA, 98335, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/01/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: financial advisor in name only (6)Name of Business: Zack Rosenbloom And Associates, Pc Address: 3202 Harborview Dr Ste A, Gig Harbor, WA, 98335, United States Activity Type: Accounting/CPA Position/Title: Advisor Investment Related: No Start Date: 01/01/2002 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 11-20 Description of duties: i prepare tax returns and provide tax consulting. (7)Name of Business: ZTM Holdings LLC Address: PO BOX 409, GIG HARBOR, WA, 98335, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 10/02/2023 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am purchasing a local golf course with a friend. My friend is neither a Raymond James client nor affiliated with Raymond James in any way. My duties will be as an owner of the course. I will have employees that will run the day to day operations. I will be passively involved.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-08-01
• S63 Uniform Securities Agent State Law Examination
  1997-06-06

Designations

Other Names

• Zack Rosenbloom