Zachariah Buchanan Davis

Employer firm

Sparrow Advisors, LLC CRD 327087

$18.1M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• INSURANCE PRODUCTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2013 → 07/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
• 02/2014 → 07/2017
  Bank Of America, N.A.
  Austin, TX
• 07/2017 → 05/2020
  Wells Fargo Clearing Services Llc
  Austin, TX
• 05/2020 → 09/2023
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 05/2020 → 09/2023
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 03/2016 → Present
  Texas Sailing
  Lakeway, TX
• 05/2020 → 09/2023
  Sparrow Advisors; Dba For Investment Business
  Dallas, TX
• 08/2022 → Present
  Fixed Insurance With Various Companies
  Dallas, TX
• 09/2023 → Present
  Sparrow Advisors, Llc
  Addison, TX

Previous Registrations

• 2020-05-01 → 2023-10-13
  Cetera Investment Advisers Llc
  Coppell, TX
  Dallas, TX
  Austin, TX
  Dallas, TX
  Houstin, TX
  Austin, TX
  Addison, TX
  Boston, MA
  New York City, NY
• 2017-07-07 → 2020-05-08
  Wells Fargo Clearing Services, Llc
  Austin, TX
  Austin, TX
  Seattle, WA
  Spokane, WA
  Dallas, TX
• 2013-11-26 → 2017-07-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
  Austin, TX
• 2008-02-01 → 2011-12-09
  Morgan Keegan & Company, Llc
  Birmingham, AL
  Austin, TX
  Memphis, TN
• 2007-02-09 → 2007-12-13
  Wells Fargo Clearing Services, Llc
  Addison, TX
  Austin, TX
• 2004-01-26 → 2006-11-21
  Wells Fargo Investments, Llc
  Portland, OR
  Austin, TX

Other Businesses

1) NAME OF OTHER BUSINESS: TEXAS SAILING; INVESTMENT RELATED: NO; ADDRESS: AUSTIN, TEXAS; NATURE OF BUSINESS: YACHT SALES, SAILING LESSONS, CHARTERS, YACHT MANAGEMENT, SAILBOAT LEASE; START DATE: 3/2016; APX NUMBER OF HOURS PER MONTH: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 0; POSITION/TITLE/RELATIONSHIP: CONTRACTOR / CHARTER CAPTAIN; BRIEF DESCRIPTION OF DUTIES:CHARTER CAPTAIN, LESSONS; 2) NAME OF OTHER BUSINESS: SPARROW SAILING; INVESTMENT RELATED: NO; ADDRESS: DALLAS, TEXAS; NATURE OF BUSINESS: YACHT SALES, SAILING LESSONS, CHARTERS, YACHT MANAGEMENT, SAILBOAT LEASE; START DATE: 3/2016; APX NUMBER OF HOURS PER MONTH: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 0; POSITION/TITLE/RELATIONSHIP: CONTRACTOR / CHARTER CAPTAIN; BRIEF DESCRIPTION OF DUTIES:CHARTER CAPTAIN, LESSONS; 3) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 8/2022 APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY AND LONG-TERM CARE; 2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 8/2022 APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES:NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES;

Exams

• S66 Uniform Combined State Law Examination
  2004-01-23

Other Names

• Zach B Davis