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Zachary Joseph Stone

Csg Financial

Dover, DE

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Current Employers
Csg Financial

3980 North Dupont Highway, Dover, DE 19901 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-03-03
PA RA APPROVED 2024-09-11
DE RA APPROVED 2024-05-23
  • NY RA
    APPROVED
    Since 2026-03-03
  • PA RA
    APPROVED
    Since 2024-09-11
  • DE RA
    APPROVED
    Since 2024-05-23

Branch Locations

3980 North Dupont Highway, Dover, DE 19901 • 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
Minnesota Life Insurance Company St Paul MN 07/2019 08/2023
Securian Financial Services Inc St Paul MN 07/2019 08/2023
Diamond State Financial Group St Paul MN 07/2019 03/2024
Bridgewater College Bridgewater VA 08/2015 05/2019
Walmart Camden DE 05/2018 01/2019
Cetera Advisor Networks Llc Newark DE 08/2023 03/2024
Cetera Investment Advisers Llc Schaumburg IL 08/2023 03/2024
Csg Financial Llc Dover DE 03/2024 Present
  • 07/2019 → 08/2023
    Minnesota Life Insurance Company
    St Paul, MN
  • 07/2019 → 08/2023
    Securian Financial Services Inc
    St Paul, MN
  • 07/2019 → 03/2024
    Diamond State Financial Group
    St Paul, MN
  • 08/2015 → 05/2019
    Bridgewater College
    Bridgewater, VA
  • 05/2018 → 01/2019
    Walmart
    Camden, DE
  • 08/2023 → 03/2024
    Cetera Advisor Networks Llc
    Newark, DE
  • 08/2023 → 03/2024
    Cetera Investment Advisers Llc
    Schaumburg, IL
  • 03/2024 → Present
    Csg Financial Llc
    Dover, DE
Previous Registrations
  • 2023-08-10 → 2024-03-19
    Cetera Investment Advisers Llc
    Newark, DE
  • 2019-12-05 → 2023-08-10
    Securian Financial Services, Inc.
    Newark, DE
    St. Paul, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-02
S63 Uniform Securities Agent State Law Examination 2019-10-25
  • S65 Uniform Investment Adviser Law Examination
    2019-12-02
  • S63 Uniform Securities Agent State Law Examination
    2019-10-25

View on SEC IAPD

Other Firms

PRINCIPAL SECURITIES, INC.
ORBIT
LONG ANGLE MANAGEMENT, LLC
BFO INVESTMENTS LLC
BANKERS LIFE ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MADERA TECHNOLOGY ADVISORS, LLC
VITALIZEVC MANAGEMENT, LLC

Other Investors

SANDRA LAWTER-OTOOLE
PATRICK THOMAS NOLAN
ROBERTS E. MCKELDIN
MATTHEW JASON BASILE
SCOTT CLAYTON CRAWFORD
Nataliya V Zook
RAYMOND FRANK BOOK
SCOTT RICHARD BROWN

Other Offices

PRINCIPAL SECURITIES, INC. · DOVER, DE
ORBIT · DOVER, DE
LONG ANGLE MANAGEMENT, LLC · DOVER, DE
BFO INVESTMENTS LLC · DOVER, DE
BANKERS LIFE ADVISORY SERVICES, INC. · Dover, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Dover, DE
MADERA TECHNOLOGY ADVISORS, LLC · DOVER, DE
VITALIZEVC MANAGEMENT, LLC · DOVER, DE

More in Dover, DE

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