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Zackary Tyler Royce

Falcon Wealth Planning, Inc.

Ontario, CA

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Current Employers
Falcon Wealth Planning, Inc.

3400 Inland Empire Blvd. Suite 100, Ontario, CA 91764 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-20
TX RA APPROVED 2018-12-27
  • CA RA
    APPROVED
    Since 2025-10-20
  • TX RA
    APPROVED
    Since 2018-12-27

Branch Locations

3400 Inland Empire Blvd. Suite 100, Ontario, CA 91764 • 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
Falcon Wealth Planning, Inc. Ontario CA 12/2018 Present
Falcon Wealth Planning Ontario CA 01/2018 12/2018
California State University San Bernardino San Bernardino CA 06/2013 12/2017
Beacon Pointe Newport CA 06/2017 09/2017
Falcon Wealth Planning Ontario CA 12/2018 06/2022
Falcon Wealth Planning, Inc. Ontario CA 06/2022 Present
  • 12/2018 → Present
    Falcon Wealth Planning, Inc.
    Ontario, CA
  • 01/2018 → 12/2018
    Falcon Wealth Planning
    Ontario, CA
  • 06/2013 → 12/2017
    California State University San Bernardino
    San Bernardino, CA
  • 06/2017 → 09/2017
    Beacon Pointe
    Newport, CA
  • 12/2018 → 06/2022
    Falcon Wealth Planning
    Ontario, CA
  • 06/2022 → Present
    Falcon Wealth Planning, Inc.
    Ontario, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-27
  • S65 Uniform Investment Adviser Law Examination
    2018-12-27
Designations
Other Names
  • Zackary Royce

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ONTARIO, CA
TRINITY FINANCIAL PARTNERS · ONTARIO, CA
OSAIC WEALTH, INC. · ONTARIO, CA
WELLS FARGO CLEARING SERVICES, LLC · ONTARIO, CA
NEWEDGE ADVISORS · Ontario, CA
LPL FINANCIAL LLC · RANCHO CUCAMONGA, CA
U.S. BANCORP ADVISORS, LLC · Rancho Cucamonga, CA
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