Zachary Isaac Slabotsky

Current Employers

Employment History

• 08/2015 → 08/2017
  Dimensional Fund Advisors
  Austin, TX
• 09/2017 → 02/2018
  Invest Financial Corp
  Tampa, FL
• 02/2018 → 05/2022
  Lpl Financial Llc
  Troy, MI
• 05/2022 → Present
  Kestra Investment Services Llc
  Troy, MI
• 05/2022 → Present
  Kestra Advisory Services Llc
  Troy, MI

Previous Registrations

• 2018-02-14 → 2022-05-13
  Lpl Financial Llc
  Troy, MI
• 2017-09-11 → 2018-02-14
  Invest Financial Corporation
  Troy, MI
• 2016-03-24 → 2017-08-09
  Dimensional Fund Advisors Lp
  Austin, TX

Other Businesses

Business Name: SOCIETY FOR LIFETIME PLANNING POS: Registered Rep NOB: Registered rep activities through Kestra Investment Services INV REL: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 100 START DATE: 08/01/2017 ADDRESS: 1111 W Long Lake Rd, Ste 300, Troy MI 48098 DESC: I am a registered rep serving as financial advisor to clients. Business Name: KESTRA ADVISORY SERVICES, LLC (KAS) POS: Registered Rep NOB: Investment advisory services through Kestra Advisory Services, LLC INV REL: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 100 START DATE: 05/05/2022 ADDRESS: 5707 southwest pkwy, BLDG 2, suite 400, Austin TX 78735 DESC: I am a registered rep. This is the entity through which I provide advisory services to clients. Business Name: FIXED INSURANCE POS: Agent NOB: Insurance INV REL: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2020 ADDRESS: 1111 W Long Lake Rd, Ste 300, Troy MI 48098 DESC: Insurance agent, term life & fixed annuities. Business Name: JFMD FINANCE COMMITTEE POS: Finance Committee member NOB: Board position (Board of Directors, Board of Trustees, etc.) INV REL: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 09/11/2024 ADDRESS: 6735 Telegraph Rd, Bloomfield Hills MI 48301 DESC: Partake in discussions and offer recommendations related to budget, resource allocation, staff salaries, and other finance matter that confront the organization. Business Name: KNOLLWOOD COUNTRY CLUB - BOARD MEMBER POS: Board Member NOB: Board position (Board of Directors, Board of Trustees, etc.) INV REL: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 2 START DATE: 09/28/2024 ADDRESS: 5050 W Maple Rd, West Bloomfield MI 48302 DESC: I serve on the Board of Directors. Responsible for leading the club, providing strategic decisions, etc.

Exams

• S66 Uniform Combined State Law Examination
  2016-03-17

Designations

Other Names

• Zack Slabotsky