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Zachary William Guffy

Blue Anchor Wealth Advisors, LLC

Bend, OR

Ketchikan, AK

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Current Employers
Blue Anchor Wealth Advisors, Llc

4079 Tongass Ave. Suite 204, Ketchikan, AK 99901 • United States

Current Registrations

AuthorityCategoryStatusDate
AK RA APPROVED 2025-09-24
CA RA APPROVED 2025-09-24
CO RA APPROVED 2025-09-24
OR RA APPROVED 2025-09-24
TX RA APPROVED 2025-09-24
WA RA APPROVED 2025-09-24
  • AK RA
    APPROVED
    Since 2025-09-24
  • CA RA
    APPROVED
    Since 2025-09-24
  • CO RA
    APPROVED
    Since 2025-09-24
  • OR RA
    APPROVED
    Since 2025-09-24
  • TX RA
    APPROVED
    Since 2025-09-24
  • WA RA
    APPROVED
    Since 2025-09-24

Branch Locations

790 Sw Industrial Way Ste 100, Bend, OR 97702 • United States

4079 Tongass Ave. Suite 204, Ketchikan, AK 99901 • 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
Jpmorgan Chase Bank Na Houston TX 05/2018 06/2020
Jpmorgan Securities Llc Houston TX 05/2018 06/2020
Jpmorgan Chase Bnank Phoenix AZ 06/2016 05/2018
Beacon Pointe Advisors, Llc Scottsdale AZ 07/2020 08/2025
Blue Anchor Wealth Advisors, Llc Bend OR 09/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-14
S63 Uniform Securities Agent State Law Examination 2018-09-04
  • S65 Uniform Investment Adviser Law Examination
    2020-09-14
  • S63 Uniform Securities Agent State Law Examination
    2018-09-04
Designations
Other Names
  • Zac Guffy
  • Zachary William Guffy

View on SEC IAPD

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RAYMOND JAMES & ASSOCIATES, INC. · Bend, OR
PROSPERA FINANCIAL SERVICES, INC. · Bend, OR
MORGAN STANLEY · Bend, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
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