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Zachary Allen Keller

LPl Enterprise, LLC

Lake Oswego, OR

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Current Employers
Lpl Enterprise, Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-11-14
  • OR RA
    APPROVED
    Since 2024-11-14

Branch Locations

4550 Kruse Way Plz. Suite 110, Lake Oswego, OR 97035 • 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
New York Life Insurance Company Salem OR 12/2020 07/2022
Momiji Sushi Inc Monmouth OR 10/2018 11/2020
Pizza Hut San Pedro CA 09/2016 09/2018
San Pedro Fish Market San Pedro CA 02/2015 10/2017
Nylife Securities Llc. Salem OR 11/2021 07/2022
Mml Investors Services, Llc Salem OR 07/2022 12/2023
Mass Mutual Insurance Company Salem OR 07/2022 12/2023
Pruco Securities Llc Lake Oswego OR 02/2024 11/2024
The Prudential Insurance Company Of America Lake Oswego OR 09/2024 Present
Lpl Enterprise, Llc Lake Oswego OR 11/2024 Present
  • 12/2020 → 07/2022
    New York Life Insurance Company
    Salem, OR
  • 10/2018 → 11/2020
    Momiji Sushi Inc
    Monmouth, OR
  • 09/2016 → 09/2018
    Pizza Hut
    San Pedro, CA
  • 02/2015 → 10/2017
    San Pedro Fish Market
    San Pedro, CA
  • 11/2021 → 07/2022
    Nylife Securities Llc.
    Salem, OR
  • 07/2022 → 12/2023
    Mml Investors Services, Llc
    Salem, OR
  • 07/2022 → 12/2023
    Mass Mutual Insurance Company
    Salem, OR
  • 02/2024 → 11/2024
    Pruco Securities Llc
    Lake Oswego, OR
  • 09/2024 → Present
    The Prudential Insurance Company Of America
    Lake Oswego, OR
  • 11/2024 → Present
    Lpl Enterprise, Llc
    Lake Oswego, OR
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-08
S63 Uniform Securities Agent State Law Examination 2022-03-31
  • S65 Uniform Investment Adviser Law Examination
    2024-08-08
  • S63 Uniform Securities Agent State Law Examination
    2022-03-31
Other Names
  • Zachary Allen Keller
  • Zachary Keller

View on SEC IAPD

Other Firms

PANORAMIC CAPITAL PARTNERS LLC
NORTHMARQ FUND MANAGEMENT, LLC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
RBC CAPITAL MARKETS, LLC
CWM, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PACIFIC RIDGE CAPITAL PARTNERS, LLC

Other Investors

Grace Buchanan
ANDREW GEORGE ROUNSAVELLE CARTER
LISA M CASELLI
Nicholas Jacob Hubert
Catherine A Groff
MARCUS CHRISTIAN PARKER
JEFFREY DAVID KANTOR
JUSTIN PATRICK LINDSEY

Other Offices

PANORAMIC CAPITAL PARTNERS LLC · LAKE OSWEGO, OR
NORTHMARQ FUND MANAGEMENT, LLC · LAKE OSWEGO, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR
RBC CAPITAL MARKETS, LLC · Lake Oswego, OR
CWM, LLC · Lake Oswego, OR
LPL FINANCIAL LLC · LAKE OSWEGO, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lake Oswego, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR

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