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Zachary Thomas Falconer

Lafleur & Godfrey Private Wealth Management

Grand Rapids, MI

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Current Employers
Lafleur & Godfrey Private Wealth Management

625 Kenmoor Ave Se Suite 209, Grand Rapids, MI 49546 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-10-19
  • MI RA
    APPROVED
    Since 2025-10-19

Branch Locations

625 Kenmoor Ave Se Suite 209, Grand Rapids, MI 49546 • 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
Charles Schwab & Co., Inc. Grand Rapids MI 07/2015 Present
Charles Schwab Bank, Ssb Grand Rapids MI 11/2016 Present
Previous Registrations
  • 2015-12-01 → 2025-10-15
    Charles Schwab & Co., Inc.
    Grand Rapids, MI
    Phoenix, AZ
    Naperville, IL
    Northbrook, IL
    Grand Rapids, MI
    Ada, MI
    Novi, MI
    Ann Arbor, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-01
  • S66 Uniform Combined State Law Examination
    2015-12-01
Designations
Other Names
  • Zac Falconer

View on SEC IAPD

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