Richard Kevin Zachary

Current Employers

Employment History

• 01/2008 → 12/2017
  Nationwide Investment Services Corporation
  Columbus, OH
• 05/2018 → 09/2018
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 06/2018 → 09/2018
  Cuna Mutual Group
  Waverly, IA
• 01/2018 → 05/2018
  Unemployed
  Acton, MA
• 09/2018 → 04/2019
  Protective Life
  Acton, MA
• 09/2018 → 04/2019
  Proequities, Inc.
  Acton, MA
• 04/2019 → 07/2021
  Nationwide Investment Services Llc
  Columbus, OH
• 10/2021 → 06/2022
  Independent Adminstrative Services, Llc
  Clearwater, FL
• 10/2021 → 06/2022
  Saybrus Equity Services, Llc
  Hartford, CT
• 06/2022 → 01/2023
  E*Trade Securities Llc
  Boston, MA
• 06/2022 → 01/2023
  E*Trade Capital Management Llc
  Boston, MA
• 01/2023 → 09/2024
  Fidelity Investments
  Shrewsbury, MA
• 04/2019 → 07/2021
  Nationwide Investment Services Corporation
  Columbus, OH
• 06/2022 → 01/2023
  Harrisdirect Llc
  Boston, MA
• 04/2023 → 09/2024
  Fidelity Personal And Workplace Advisors
  Shrewsbury, MA
• 01/2023 → 09/2024
  Fidelity Brokerage Services Llc
  Shrewsbury, MA
• 09/2024 → Present
  Tiaa
  Waltham, MA
• 09/2024 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Waltham, MA

Previous Registrations

• 2023-04-25 → 2024-09-10
  Fidelity Personal And Workplace Advisors
  Shrewsbury, MA
• 2022-07-19 → 2023-02-07
  Harrisdirect Llc
  Arlington, VA
  Boston, MA
• 2019-04-18 → 2021-07-01
  Nationwide Investment Advisors, Llc
  Columbus, OH
• 2018-10-10 → 2019-04-29
  Concourse Financial Group Securities, Inc.
  Acton, MA
  Covington, KY
• 2018-06-28 → 2018-09-14
  Cuna Brokerage Services, Inc.
  Waverly, IA
  Worcester, MA
• 2005-08-19 → 2005-11-30
  Amundi Asset Management Us, Inc.
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2018-05-25

Other Names

• Richard K Zachary
• Richard Zachary
• Richard Kevin Zachary