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Zachary Zwick

Three Bearings Fiduciary Advisors, Inc.

Hampton, NH

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Current Employers
Three Bearings Fiduciary Advisors, Inc.

380 Lafayette Road Unit D, Hampton, NH 03842 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-12-06
ME RA APPROVED 2019-10-22
MA RA APPROVED 2019-10-22
NH RA APPROVED 2019-10-22
  • FL RA
    APPROVED
    Since 2022-12-06
  • ME RA
    APPROVED
    Since 2019-10-22
  • MA RA
    APPROVED
    Since 2019-10-22
  • NH RA
    APPROVED
    Since 2019-10-22

Branch Locations

380 Lafayette Road Unit D, Hampton, NH 03842 • 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 Connecticut Storrs CT 08/2014 05/2018
Johnson Brunetti Wethersfield CT 05/2018 08/2019
Jb Capital, Llc Wethersfield CT 08/2018 08/2019
Three Bearings Fiduciary Advisors, Inc. Hampton NH 09/2019 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-19
  • S65 Uniform Investment Adviser Law Examination
    2018-10-19
Designations

View on SEC IAPD

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