Zachary Beckerley

Current Employers

Employment History

• 06/2011 → 01/2018
  The Botsford Group
  Frisco, TX
• 05/2012 → 08/2024
  Lpl Financial Llc
  Frisco, TX
• 03/2013 → 10/2017
  Stratos Wealth Partners, Ltd
  Frisco, TX
• 04/2015 → 10/2018
  Lifestyle Planning Solutions, Llc
  Frisco, TX
• 10/2017 → Present
  Merit Financial Group, Llc (Dba: Merit Financial Advisors, Llc)
  Frisco, TX
• 08/2024 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2015-04-27 → 2018-10-17
  Lifestyle Planning Solutions, Llc
  Frisco, TX
• 2013-02-28 → 2017-10-31
  Stratos Wealth Partners, Ltd
  Frisco, TX
  Frisco, TX
• 2012-05-08 → 2013-02-25
  Lpl Financial Llc
  Frisco, TX
  San Diego, CA
  Frisco, TX
  Frisco, TX
• 2011-07-08 → 2012-05-08
  Commerce Wealth Advisers, Llc
  Frisco, TX
• 2009-09-04 → 2011-07-19
  Jwa Financial Group, Inc.
  Dallas, TX

Other Businesses

1. Merit Financial Advisors, LLC / Yes / At registered location / RIA / IAR / 10/8/18 / 160 / 8 hr / Service clients. 2. Fixed insurance / Yes / At registered location / Insurance / Agent / 10/02/2017 / 1 hr / 1 hr / provided insurance advice based on the clients needsBA-IAR-Started10/8/18-20Hrs/Mo.DuringTrading. 3. Mazie's Mission. Not Investment Related. 6505 W Park Blvd #155 Plano, TX 75093. Not for Profit Organization. Board of Directors. Start Date: 01/31/2025. 1 hr/month; none during trading hours. Review the non profits financials and Help make decisions.

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-09-15
• S65 Uniform Investment Adviser Law Examination
  2009-09-03

Designations

Other Names

• Zachary William Beckerley