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Zachary Thomas Sooter

Sage Advisory Services Ltd Co

Austin, TX

Chiciago, IL

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Current Employers
Sage Advisory Services Ltd Co

5900 Southwest Parkway Building 1, Suite 100, Austin, TX 78735-6202 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2017-10-05
TX RA APPROVED 2011-09-15
  • IL RA
    APPROVED
    Since 2017-10-05
  • TX RA
    APPROVED
    Since 2011-09-15

Branch Locations

5900 Southwest Parkway Building 1, Suite 100, Austin, TX 78735-6202 • United States

Chiciago, IL • 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
Genworth Financial Chicago IL 10/2010 Present
Sage Advisory Services, Ltd. Co Austin TX 07/2011 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-01-18
S63 Uniform Securities Agent State Law Examination 2009-05-28
  • S65 Uniform Investment Adviser Law Examination
    2011-01-18
  • S63 Uniform Securities Agent State Law Examination
    2009-05-28
Other Names
  • Zachary Sooter

View on SEC IAPD

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Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

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