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Zachary James Weirich

Fermata Advisors

Auburn, CA

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Current Employers
Fermata Advisors

539 Broadway Suite A, Sonoma, CA 95476 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-07-01
  • CA RA
    APPROVED
    Since 2024-07-01

Branch Locations

1010 Racquet Club Dr., Ste. 107, Auburn, CA 95603 • 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
Edward Jones Saint Louis MO 04/2015 03/2017
Cetera Advisor Networks Llc El Segundo CA 03/2017 06/2024
Walnut Creek Wealth Management Concord CA 06/2017 08/2021
Cetera Investment Advisers Llc Schaumburg IL 06/2023 06/2024
Sonoma Wealth Advisors Sonoma CA 06/2024 Present
  • 04/2015 → 03/2017
    Edward Jones
    Saint Louis, MO
  • 03/2017 → 06/2024
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 06/2017 → 08/2021
    Walnut Creek Wealth Management
    Concord, CA
  • 06/2023 → 06/2024
    Cetera Investment Advisers Llc
    Schaumburg, IL
  • 06/2024 → Present
    Sonoma Wealth Advisors
    Sonoma, CA
Previous Registrations
  • 2023-06-29 → 2024-07-03
    Cetera Investment Advisers Llc
    Concord, CA
  • 2017-03-21 → 2023-06-29
    Cetera Wealth Services, Llc
    Livermore, CA
    Walnut Creek, CA
    Livermore, CA
    Vacaville, CA
  • 2017-07-18 → 2021-10-08
    Walnut Creek Wealth Management
    Walnut Creek, CA
  • 2015-07-02 → 2017-03-21
    Edward Jones
    Davis, CA
    St Louis, MO
    Walnut Creek, CA
Other Businesses

Insurance Agent ; Investment related; 130 Salinas Drive Vacaville CA 95688; Insurance License, CA Dept. of Insurance #0J25016; Start date: 2020-10-05; Website address: www.SonomaWealthadvisors.com.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-01
  • S66 Uniform Combined State Law Examination
    2015-07-01
Designations
Other Names
  • Zachary Weirich
  • Zack Weirich

View on SEC IAPD

Other Firms

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ALLSTATE FINANCIAL ADVISORS, LLC
EDWARD JONES
STIFEL, NICOLAUS & COMPANY, INCORPORATED
AMERICAN INVESTORS COMPANY
AMERIPRISE FINANCIAL SERVICES, LLC
TAX PLANNING PROFESSIONALS, INC
J.P. MORGAN SECURITIES LLC

Other Investors

GARY WILLIAM HENSON
WILLIAM EDMOND WITZKE
Steve E Cowles
KATHY L RAY
ELIZABETH WASCHOW
ASHLEY BREANNE HALEY
DELWIN ROBERT FREW
Gregory Thomas Williams

Other Offices

NORTHBROOK FINANCIAL GROUP, LLC · AUBURN, CA
ALLSTATE FINANCIAL ADVISORS, LLC · AUBURN, CA
EDWARD JONES · AUBURN, CA
STIFEL, NICOLAUS & COMPANY, INCORPORATED · AUBURN, CA
EDWARD JONES · AUBURN, CA
AMERICAN INVESTORS COMPANY · AUBURN, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Auburn, CA
EDWARD JONES · AUBURN, CA

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