Zachary Mark Allen

Current Employers

Employment History

• 06/2010 → 04/2022
  First Financial Equity Corporation
  Dallas, TX
• 04/2022 → Present
  Cetera Wealth Services, Llc
  Addison, TX
• 01/2021 → Present
  Buffchili
  Dallas, TX
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2023 → Present
  Disciplined Advisors Group, Llc
  Dallas, TX

Previous Registrations

• 2010-06-11 → 2022-04-20
  Ffec Wealth Partners Llc
  Addison, TX
  Scottsdale, AZ
• 2009-01-16 → 2010-06-15
  Chase Investment Services Corp.
  Dallas, TX
  Dallas, TX
  Dallas, TX
  Dallas, TX
• 2006-01-23 → 2008-11-14
  Banc Of America Investment Services, Inc.
  Goodyear, AZ
  Avondale, AZ
  Goodyear, AZ
  Avondale, AZ
  Scottsdale, AZ

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE POSITION/TITLE/RELATIONSHIP: AGENT START DATE: 1/2009 APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: .10 BRIEF DESCRIPTION OF DUTIES: SALES OF LIFE; 2. NAME OF OTHER BUSINESS: BUFFCHILI INVESTMENT RELATED: NO ADDRESS: 8926 FAIRGLEN DR., DALLAS, TX 75231 NATURE OF BUSINESS: NON-SECURITIES RELATED REFERRAL COMPENSATION START DATE: 1/2021 POSITION/TITLE/RELATIONSHIP: MANAGER APX NUMBER OF HOURS PER WEEK: 20-40 APX NUMBER OF HOURS DURING TRADING HOURS: 20-40 BRIEF DESCRIPTION OF DUTIES: REFER BANKS TO FDIC INSURED PROGRAMS AND CLIENTS TO THOSE PROGRAMS; 3. NAME OF OTHER BUSINESS: DISCIPLINED ADVISORS GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: THIS IS A SELF-BRANDING NAME START DATE: 1/2010 POSITION/TITLE/RELATIONSHIP: THIS IS A SELF-BRANDING NAME APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: THIS IS A SELF-BRANDING NAME.; 4. NAME OF OTHER BUSINESS: FFEC WEALTH PARTNERS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 4/2022; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 5. NAME OF OTHER BUSINESS: ATARAXIA INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT START DATE: 1/2020 APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: INSURANCE AGENT; 6. NAME OF OTHER BUSINESS: DISCIPLINED ADVISORS GROUP, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 7/2023; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: LLC ESTABLISHED TO PAY BUSINESS EXPENSES;

Exams

• S66 Uniform Combined State Law Examination
  2006-01-20

Other Names

• Zachary Allen