Zachary Pero

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-08-20
FL	RA	APPROVED	2024-08-01

Branch Locations

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

Organization	City	State	From	To
Bank Of America, N.A.	Jacksonville	FL	11/2012	04/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Jacksonville	FL	05/2015	04/2019
E*Trade Securities Llc	Cupertino	CA	04/2019	08/2020
E*Trade Capital Management Llc	Cupertino	CA	04/2019	08/2020
Ss&C	Jacksonville	FL	08/2020	08/2021
Not Employed	Jacksonville	FL	08/2021	01/2022
Sofi Wealth, Llc	San Francisco	CA	01/2022	Present
Sofi Securities, Llc	San Francisco	CA	01/2022	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Jacksonville	FL	05/2024	Present
Bank Of America, N.A.	Jacksonville	FL	07/2024	Present

11/2012 → 04/2019

Bank Of America, N.A.

Jacksonville, FL
05/2015 → 04/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL
04/2019 → 08/2020

E*Trade Securities Llc

Cupertino, CA
04/2019 → 08/2020

E*Trade Capital Management Llc

Cupertino, CA
08/2020 → 08/2021

Ss&C

Jacksonville, FL
08/2021 → 01/2022

Not Employed

Jacksonville, FL
01/2022 → Present

Sofi Wealth, Llc

San Francisco, CA
01/2022 → Present

Sofi Securities, Llc

San Francisco, CA
05/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL
07/2024 → Present

Bank Of America, N.A.

Jacksonville, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-10-10

Other Firms