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Jeffrey Scott Zych

Cerity Partners Retirement Plan Consultants

Denver, CO

New York, NY

Cerity Partners LLC

Denver, CO

New York, NY

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Current Employers
Cerity Partners Retirement Plan Consultants

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2022-09-21
  • CO RA
    APPROVED
    Since 2022-09-21

Branch Locations

6900 E Layton Ave Suite 1150, Denver, CO 80237 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2019-04-02
  • CO RA
    APPROVED
    Since 2019-04-02

Branch Locations

6900 E Layton Ave Suite 1150, Denver, CO 80237 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • 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
Triad Advisors, Inc. Norcross GA 01/2016 04/2018
Karsten Advisors Fort Worth TX 02/2016 03/2019
Bd4Ria, Inc. Denver CO 04/2018 12/2022
Cerity Partners Llc Denver CO 04/2019 Present
Arkadios Capital Atlanta GA 12/2022 12/2023
  • 01/2016 → 04/2018
    Triad Advisors, Inc.
    Norcross, GA
  • 02/2016 → 03/2019
    Karsten Advisors
    Fort Worth, TX
  • 04/2018 → 12/2022
    Bd4Ria, Inc.
    Denver, CO
  • 04/2019 → Present
    Cerity Partners Llc
    Denver, CO
  • 12/2022 → 12/2023
    Arkadios Capital
    Atlanta, GA
Previous Registrations
  • 2016-02-19 → 2019-04-01
    Karsten Advisors
    Fort Worth, TX
    Denver, CO
  • 2013-10-01 → 2015-12-16
    Td Ameritrade, Inc.
    Omaha, NE
    Westlake, TX
  • 2013-02-13 → 2015-12-16
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
Other Businesses

Zych Rental, rental house, 1840 S. Clayton Street, Denver, CO 80210, owner of rental, 2 hours per month during non-securities trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-02-08
S63 Uniform Securities Agent State Law Examination 2010-11-29
  • S66 Uniform Combined State Law Examination
    2013-02-08
  • S63 Uniform Securities Agent State Law Examination
    2010-11-29
Other Names
  • Jeff Scott Zych

View on SEC IAPD

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