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Michael Phillip Zotto

Zone Investment Management, LLC

New Bern, NC

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Current Employers
Zone Investment Management, Llc

New Bern, NC • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-03-04
IL RA APPROVED 2021-05-13
FL RA APPROVED 2021-05-06
TX RA APPROVED_RES 2021-04-20
  • NC RA
    APPROVED
    Since 2024-03-04
  • IL RA
    APPROVED
    Since 2021-05-13
  • FL RA
    APPROVED
    Since 2021-05-06
  • TX RA
    APPROVED_RES
    Since 2021-04-20

Branch Locations

New Bern, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Highland Park IL 12/2014 09/2017
Jarred Bunch Consulting, Llc Indianapolis IN 09/2017 06/2021
Invst Tampa FL 09/2017 04/2021
Zone Investment Management, Llc Tampa FL 04/2021 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-05-17
S63 Uniform Securities Agent State Law Examination 1998-04-17
  • S65 Uniform Investment Adviser Law Examination
    2000-05-17
  • S63 Uniform Securities Agent State Law Examination
    1998-04-17
Other Names
  • Michael Zotto

View on SEC IAPD

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