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Zachary Joseph Zarda

Caliber Wealth Management, LLC

Overland Park, KS

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Current Employers
Caliber Wealth Management, Llc

6201 College Blvd Suite 650, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-16
KS RA APPROVED 2024-07-15
  • TX RA
    APPROVED
    Since 2024-07-16
  • KS RA
    APPROVED
    Since 2024-07-15

Branch Locations

6201 College Blvd Suite 650, Overland Park, KS 66211 • 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
Qsi Facilities, Inc. Colwich KS 09/2016 08/2018
Ubs Financial Services Inc Kansas City KS 12/2018 10/2023
Unemployed N/A KS 09/2018 11/2018
Raymond James Financial Services, Inc. Overland Park KS 10/2023 10/2024
Raymond James Financial Services Advisors, Inc. Overland Park KS 10/2023 10/2024
Caliber Wealth Management Overland Park KS 10/2023 Present
  • 09/2016 → 08/2018
    Qsi Facilities, Inc.
    Colwich, KS
  • 12/2018 → 10/2023
    Ubs Financial Services Inc
    Kansas City, KS
  • 09/2018 → 11/2018
    Unemployed
    N/A, KS
  • 10/2023 → 10/2024
    Raymond James Financial Services, Inc.
    Overland Park, KS
  • 10/2023 → 10/2024
    Raymond James Financial Services Advisors, Inc.
    Overland Park, KS
  • 10/2023 → Present
    Caliber Wealth Management
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-03
  • S66 Uniform Combined State Law Examination
    2019-06-03
Designations
Other Names
  • Zach Zarda

View on SEC IAPD

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