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Agoura Hills, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial | Westlake Village | CA | 12/2013 | 09/2021 |
| Financial Peak Llc | Woodland Hills | CA | 10/2021 | Present |
Ira Zito is an independent insurance agent and in his separate capacity as insurance agent, will be able to affect insurance the purchase of insurance and insurance-related investment products (insurance) for your account, for which he will receive separate and customary compensation. While Ira Zito endeavors at all times to put the interest of his clients first as part of his firm's fiduciary duty, you should be aware that the receipt of additional compensation itself creates a conflict of interest and may affect his decision when making recommendations. This activity will account for approximately 5% of his time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-11 |
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