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Inactive

Zachary D Rivard

Straightline

East Lansing, MI

Troy, MI

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Current Employers
Straightline

165 Kirts Blvd. Ste 100, Troy, MI 48084-5200 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-11-20
  • MI RA
    APPROVED
    Since 2024-11-20

Branch Locations

2911 Eyde Pkwy, East Lansing, MI 48823 • United States

165 Kirts Blvd. Ste 100, Troy, MI 48084-5200 • 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
Dbs Investment Advisers, Llc Bay City MI 02/2019 07/2019
Straightline Group, Llc Troy MI 11/2024 Present
Pnc Financial Services Bay City MI 05/2016 02/2019
Act Two Financial Advisors, Llc Bay City MI 06/2021 Present
Dbs Investment Advisers, Llc Bay City MI 02/2019 11/2024
  • 02/2019 → 07/2019
    Dbs Investment Advisers, Llc
    Bay City, MI
  • 11/2024 → Present
    Straightline Group, Llc
    Troy, MI
  • 05/2016 → 02/2019
    Pnc Financial Services
    Bay City, MI
  • 06/2021 → Present
    Act Two Financial Advisors, Llc
    Bay City, MI
  • 02/2019 → 11/2024
    Dbs Investment Advisers, Llc
    Bay City, MI
Previous Registrations
  • 2019-07-12 → 2024-11-22
    Dbs Investment Advisers, Llc
    Bay City, MI
  • 2021-07-01 → 2024-01-02
    Act Two Financial Advisors, Llc
    Bay City, MI
Other Businesses

Rental property, not Investment-related, 2625 Duane Dr. ,Saginaw, MI 48603-3015, landlord. 2014-current, 2 hours per month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-08
  • S65 Uniform Investment Adviser Law Examination
    2019-07-08
Designations
Other Names
  • Zach Rivard

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
INTEGRATED WEALTH CONCEPTS LLC
J.P. MORGAN SECURITIES LLC
HANTZ FINANCIAL SERVICES, INC.
LPL FINANCIAL LLC
SPC

Other Investors

Monica L Dawes
NATHAN LEE PARRISH
CRAIG ALAN LAZAR
TRACY L KENDRICK
OLIVIA M MARTIN
JAMES MOONEY MILLER
MICHELE ANN STRAUSS
DOUGLAS ROBERT KAHL

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · EAST LANSING, MI
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · EAST LANSING, MI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · East Lansing, MI
INTEGRATED WEALTH CONCEPTS LLC · EAST LANSING, MI
J.P. MORGAN SECURITIES LLC · EAST LANSING, MI
HANTZ FINANCIAL SERVICES, INC. · OKEMOS, MI
HANTZ FINANCIAL SERVICES, INC. · OKEMOS, MI
LPL FINANCIAL LLC · OKEMOS, MI

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