Zachary Powers Hobby

Current Employers

Employment History

• 10/2009 → 11/2016
  Waddell & Reed, Inc.
  Tampa, FL
• 06/2010 → 11/2016
  Various Insurance Carriers For W & R Insurance Agencies
  Tampa, FL
• 06/2010 → Present
  Zachary Hobby, Llc
  Tampa, FL
• 11/2016 → Present
  Unified Wealth Managment Llc
  Oldsmar, FL
• 01/2017 → 01/2022
  Mutual Trust Company Of America Securities
  St. Petersburg, FL
• 06/2022 → Present
  Dimarco & Associates Cpas
  Oldsmar, FL

Previous Registrations

• 2010-05-26 → 2016-11-10
  Waddell & Reed
  Charleroi, PA

Other Businesses

1) Zachary Hobby is a Director of Operations; DiMarco & Associates CPAs, PA; Investment Related: No; Location: 220 Pine Ave N, STE A, Oldsmar, FL, USA, 34677; Description of the business: CPA firm; Responsibilities Duties: exploring and implementing additional revenue opportunities.; Start date with business: 2022-06-01; Hours per month devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 0. 99% of time is spent working on and in Unified Wealth Management and 1% in role at DiMarco & Associates expanding revenue opportunities for the firm. 2) Zachary Hobby is an Agent of Ash Brokerage; Investment related: Yes; Location: 220 Pine Ave N Oldsmar Florida 34677; Description of the business: Insurances marketing organization that allows for the solicitation of annuities (fixed and fixed indexed) and life insurance products to clients and prospective clients; Responsibilities Duties: Insurances marketing organization that allows for the solicitation of annuities (fixed and fixed indexed) and life insurance products to clients and prospective clients; Start date with business: 2023-11-01; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 5. 3) Unified Risk Management- Owner; Investment-related; yes; address of the other business; 220 Pine Ave. Oldsmar, FL 34677. Nature of the other business; insurance; Start date of your relationship; 4/14/23. The approximate number of hours/month you devote to the other business; 1. The number of hours you devote to the other business during securities trading hours; 0. No income received at this time. 4) Zachary Hobby LLC- Personal LLC for Zachary and Claire Hobby- consulting; Investment-related; Address of the other business 4974 Turtle Creek Trail Oldsmar, FL 34677; Position; Owner; Start date of your relationship; 7/7/2010 The approximate number of hours/month you devote to the other business; 10; The number of hours you devote to the other business during securities trading hours; 0

Exams

• S66 Uniform Combined State Law Examination
  2010-05-21

Other Names

• Zachary Hobby