Theodore James Zak

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Greenville, DE
• 11/2016 → 07/2024
  Wells Fargo Clearing Services, Llc
  Greenville, DE
• 07/2024 → Present
  &Partners, Llc
  Nashville, TN

Previous Registrations

• 1998-01-01 → 2024-08-05
  Wells Fargo Clearing Services, Llc
  Greenville, DE
  Greenville, DE

Other Businesses

Outside Business Name: Surgent Professional Education Location: 201 N King of Prussia Road, Ste 370 Radnor, PA 19087 Start Date: 10/1/2020 Position: Teacher Description: Teach continuing education courses for CPAs, Develop course and give webinar Hours per week: zero Compensation: Volunteer position Outside Business Name: Surgent Location: 201 N King of Prussia Road, Ste 370 Radnor, PA 19087 Start Date: 11/1/2020 Position: Advisory Board Description: Committee to review continuing education Hours per week: Zero Compensation: none Outside Business Name: Rotary Club of Longwood Foundation Location: PO BOX Kennett Square, PA 19348 Start Date: 7/1/2023 Position: President Description: Rotary Club / Service Organization Hours per week: 1hr Compensation: none Outside Business Name: Andrew McDonough B+ Foundation Location: 101 Rockland Road Wilmington, DE 19803 Start Date: 4/12021 Position: Board Member Description: Board Meetings and give advice and ideas for the foundation Hours per week: none Compensation: none TEACHER OF PRINCIPLES OF INVESTING POSITION: Teacher NATURE: Teach a class on investing through the University of Delaware. INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2016 ADDRESS: Wilmington, DE 19806, United States DESCRIPTION: Teach

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-12-22
• S63 Uniform Securities Agent State Law Examination
  1992-07-16

Designations

Other Names

• Tj Zak