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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-21 |
| TX | RA | APPROVED | 2025-10-20 |
Branch Locations
2377 Gold Meadow Way, #100, Gold River, CA 95670 • United States
Carmichael, CA • United States
2377 Gold Meadow Way Suite 100, Gold River, CA 95670 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2008-02-19 |
Branch Locations
2377 Gold Meadow Way Suite 100, Gold River, CA 95670 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 04/2007 | 10/2025 |
| Zeller Kern Wealth Advisors | Gold River | CA | 04/2007 | Present |
| Equitable Advisors, Llc | New York | NY | 10/2025 | Present |
1. Trustee for Family Trust for self.2. Sacramento Business Advisors Network - founder of networking group. Located in: Sacramento, CA. Start Date 10/21/2025. 3. Zeller Kern Private Wealth Management, Inc. - Owner S. Corp established for outside RIA business expenses and to pay employees Start Date 10/21/2025.4. Zeller Kern Private Wealth Management Inc 401k plan 2377 Gold Meadow Way #100, Gold River, CA 95670 Trustee - Administrator of the plan 401k. Start Date 10/21/2025. 5. Legal Edge Court Reporting 2377 Gold Meadow Way, 100 Gold River, CA 95670. Registered Agent Only Start Date 10/21/2025. 6. Zeller Kern Private Wealth Management Inc 2377 Gold Meadow Way #100, Gold River, CA 95670 Registered Investment Advisor Owner/Principal Start Date 10/21/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-17 |
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