Zachary Charles Rawl

Current Employers

Employment History

• 09/2020 → 06/2024
  National Western Life
  Austin, TX
• 09/2020 → 07/2024
  N.I.S. Financial Services Inc
  Kansas City, MO
• 08/2016 → 05/2020
  University Of Houston
  Houston, TX
• 05/2020 → 09/2020
  Unemployed
  Katy, TX
• 07/2024 → Present
  Sunbelt Securities Inc
  Houston, TX

Other Businesses

1.) Charles W. Rawl & Associates, LLC (DBA): Investment related. 2700 Post Oak Blvd., Ste. 1700, Houston, TX 77056. DBA for investment business conducted as a Registered Representative under Sunbelt Securities, Inc. Start: 07/2024. 40 hours per week primarily during trading hours. 2.) Retirement Income and Legacy Planners (DBA) under company name Charles W. Rawl & Associates, LLC (DBA): Investment related. 2700 Post Oak Blvd., Ste. 1700, Houston, TX 77056. DBA for investment business conducted as a Registered Representative under Sunbelt Securities, Inc. Start: 07/2024. 40 hours per week primarily during trading hours. 3.) Charles W. Rawl & Associates, LLC (OBA): Not investment related. 2700 Post Oak Blvd., Ste. 1700, Houston, TX 77056. Insurance agency for fixed life insurance and annuities, group medical insurance and life settlements. . Start 07/2024. 10-20 hours per week, time intermingled in trading hours. 4.) Charles W. Rawl & Associates, LLC (OBA): Not investment related. 2700 Post Oak Blvd., Ste 1700, Houston, TX 77056. Estate planning services. No relationship. Start: 01/15/2025. 2 to 4 hours per week, some during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-06-27
• S65 Uniform Investment Adviser Law Examination
  2025-02-28

Other Names

• Zach Rawl