Marlon Eduardo "Eddie" Zavala

Current Employers

Employment History

• 03/2013 → 03/2017
  First Command Insurance Services, Inc.
  Fort Worth, TX
• 03/2013 → 03/2017
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 12/2015 → 03/2017
  First Command Advisory Services
  Fort Worth, TX
• 03/2017 → 05/2020
  Lpl Financial, Llc
  Houston, TX
• 03/2017 → 05/2020
  Intrua Financial
  Houston, TX
• 05/2020 → 10/2023
  Teamwork Financial Advisors
  San Antonio, TX
• 01/2013 → 03/2017
  First Command Financial Planning
  Houston, TX
• 10/2023 → 06/2026
  Mariner Independent Advisor Network
  Overland Park, KS
• 06/2026 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Previous Registrations

• 2023-10-12 → 2026-06-26
  Mariner Advisor Network
  Houston, TX
• 2020-05-15 → 2023-10-17
  Teamwork Financial Advisors, Llc
  San Antonio, TX
• 2017-03-02 → 2020-05-15
  Intrua Financial
  Houston, TX
• 2017-06-12 → 2017-12-31
  Lpl Financial Llc
  Houston, TX
• 2015-12-15 → 2017-03-03
  First Command Advisory Services
  Fort Worth, TX
• 2013-02-14 → 2015-12-15
  First Command Brokerage Services, Inc.
  Greenville, NC
  Goldsboro, NC
  Houston, TX

Other Businesses

1. Mr. Zavala uses Ascend Integrated Wealth as the name of the business under which he provides investment advice through Private Advisor Group, LLC. This activity is at the address Mr. Zavala is registered at, and is related to his investment services practice. Mr. Zavala devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Mr. Zavala devotes to activity providing investment services through PAG. 2. Mr. Zavala co-owns Ascend Integrated Tax LLC, providing tax preparation services. Mr. Zavala devotes about 5 hours per month to this activity, including 5 hours during securities trading hours. This activity is located at the address where Mr. Zavala is registered, but is not related to his investment services practice. Clients can engage Mr. Zavala for tax preparation services, but any such services are separate and apart from Private Advisor Group. 3. Mr. Zavala holds a license to sell insurance, but any such insurance business is separate and apart from investment advisory services that Mr. Zavala provides. Mr. Zavala may recommend the purchase of certain insurance-related products on a commission basis. Clients can engage Mr. Zavala to purchase insurance products on a commission basis, but any such purchases are separate and apart from Private Advisor Group. 4. Mr. Zavala owns residential real estate that he rents for income. The business is separate and apart from Private Advisor Group.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-02-13
• S63 Uniform Securities Agent State Law Examination
  2013-01-30

Other Names

• Eddie Zavala
• Marlon E Zavala
• Marlon Eduardo Zavala