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Zachary Wolfson

Wolfson Private Wealth, LLC

Ft. Lauderdale, FL

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Current Employers
Wolfson Private Wealth, Llc

1700 Nw 64Th St # 470, Ft. Lauderdale, FL 33308 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-11-03
  • FL RA
    APPROVED
    Since 2021-11-03

Branch Locations

1700 Nw 64Th St # 470, Ft. Lauderdale, FL 33308 • 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 St Louis MO 02/2018 03/2021
K Co Realty Pompano Beach FL 02/2016 02/2018
Mopat Properties Nashville TN 05/2012 08/2017
Wolfson Private Wealth, Llc Ft. Lauderdale FL 03/2021 Present
  • 02/2018 → 03/2021
    Edward Jones
    St Louis, MO
  • 02/2016 → 02/2018
    K Co Realty
    Pompano Beach, FL
  • 05/2012 → 08/2017
    Mopat Properties
    Nashville, TN
  • 03/2021 → Present
    Wolfson Private Wealth, Llc
    Ft. Lauderdale, FL
Previous Registrations
  • 2018-04-17 → 2021-03-09
    Edward Jones
    Ft Lauderdale, FL
    St Louis, MO
    Ft Lauderdale, FL
    Ft Lauderdale, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-13
  • S66 Uniform Combined State Law Examination
    2018-04-13

View on SEC IAPD

Other Firms

KOVACK ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FIRST CITIZENS INVESTOR SERVICES, INC.
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
FINANCIAL PLANNING SERVICES, INC.

Other Investors

DARRIN ROBERT HALSEY
LINDELL G DOUGLAS
MELINDA CHERISE MEACHAM
MATTHEW DAVID OSBORN
Danny Young
RINALDO DIAZ-FLORES
Konstantin Chrenow
Dorota J Gilbert

Other Offices

KOVACK ADVISORS, INC. · FT. LAUDERDALE, FL
KOVACK ADVISORS, INC. · Fort Lauderdale, FL
KOVACK ADVISORS, INC. · Fort Lauderdal, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fort Lauderdale, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fort Lauderdale, FL
FIRST CITIZENS INVESTOR SERVICES, INC. · Ft Lauderdale, FL
J.P. MORGAN SECURITIES LLC · POMPANO BEACH, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Lauderdale, FL

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