Zain Khokhar

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-03-04
VA	RA	APPROVED	2025-03-03

Branch Locations

8830 Stanford Blvd 3Rd Fl [M3-Rbo], Columbia, MD 21045 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Washington	DC	03/2020	06/2020
Digital Intelligence Systmes, Llc (Disys)	Mclean	VA	06/2017	08/2017
University Of Virginia	Charlottesville	VA	07/2015	05/2019
Travel	Arlington	VA	06/2019	02/2020
Bank Of America, N.A.	Washington	DC	06/2020	03/2025
Wells Fargo Clearing Services, Llc	Falls Church	VA	03/2025	Present

03/2020 → 06/2020

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Washington, DC
06/2017 → 08/2017

Digital Intelligence Systmes, Llc (Disys)

Mclean, VA
07/2015 → 05/2019

University Of Virginia

Charlottesville, VA
06/2019 → 02/2020

Travel

Arlington, VA
06/2020 → 03/2025

Bank Of America, N.A.

Washington, DC
03/2025 → Present

Wells Fargo Clearing Services, Llc

Falls Church, VA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-01-04

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