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Zachary Thorne Taylor

Trica Wealth Planning, LLC

Las Vegas, NV

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Current Employers
Trica Wealth Planning, Llc

Las Vegas, NV • United States

Current Registrations

AuthorityCategoryStatusDate
AK RA APPROVED 2026-04-29
NV RA APPROVED 2026-03-20
  • AK RA
    APPROVED
    Since 2026-04-29
  • NV RA
    APPROVED
    Since 2026-03-20

Branch Locations

Las Vegas, NV • 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
University Of Utah, Byu-Idaho, Syracuse High Clearfield UT 09/2012 09/2018
Brigham Young University - Idaho Rexburg ID 04/2019 03/2020
America First Credit Union Clearfield UT 09/2018 04/2019
Arista Wealth Management Las Vegas NV 03/2020 08/2021
West Ridge Advisors Henderson NV 03/2025 Present
Graduate Student Salt Lake City UT 08/2021 01/2022
Trica Wealth Planning Las Vegas NV 02/2026 Present
Arista Wealth Management Las Vegas NV 01/2022 03/2025
  • 09/2012 → 09/2018
    University Of Utah, Byu-Idaho, Syracuse High
    Clearfield, UT
  • 04/2019 → 03/2020
    Brigham Young University - Idaho
    Rexburg, ID
  • 09/2018 → 04/2019
    America First Credit Union
    Clearfield, UT
  • 03/2020 → 08/2021
    Arista Wealth Management
    Las Vegas, NV
  • 03/2025 → Present
    West Ridge Advisors
    Henderson, NV
  • 08/2021 → 01/2022
    Graduate Student
    Salt Lake City, UT
  • 02/2026 → Present
    Trica Wealth Planning
    Las Vegas, NV
  • 01/2022 → 03/2025
    Arista Wealth Management
    Las Vegas, NV
Previous Registrations
Other Businesses

-Independent licensed insurance agent

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-06-24
S65 Uniform Investment Adviser Law Examination 2020-05-28
  • S63 Uniform Securities Agent State Law Examination
    2021-06-24
  • S65 Uniform Investment Adviser Law Examination
    2020-05-28
Designations
Other Names
  • Taylor Thorne Zachary

View on SEC IAPD

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AI AGENT CAPITAL, LLC
BETTER CAPITAL MANAGEMENT LLC
U.S. BANCORP ADVISORS, LLC
ROSTEN CAPITAL INVESTMENTS LLC

Other Investors

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Juan Manuel Mardueno Rodriguez
Sariguli Tuersun
Javier Magana Benitez
Shane Lee Rogers
CLIFTON M YASUTOMI
Nicholas Paul Abbott
MICHAEL J COOK

Other Offices

YH&C INVESTMENTS INC. · LAS VEGAS, NV
MM MACHINE, LLC · LAS VEGAS, NV
QUANTIFIX CAPITAL MANAGEMENT, LLC · LAS VEGAS, NV
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LAS VEGAS, NV
AI AGENT CAPITAL, LLC · LAS VEGAS, NV
BETTER CAPITAL MANAGEMENT LLC · LAS VEGAS, NV
U.S. BANCORP ADVISORS, LLC · Las Vegas, NV
ROSTEN CAPITAL INVESTMENTS LLC · LAS VEGAS, NV

More in Las Vegas, NV

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