Zachary Paul Villavicencio

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-06-04

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Wells Fargo Advisors, Llc	Rockville	MD	01/2013	11/2016
Wells Fargo Bank Na	Rockville	MD	10/2010	07/2019
Wells Fargo Clearing Services, Llc	Rockville	MD	11/2016	07/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Frederick	MD	07/2019	08/2020
Bank Of America, N.A.	Frederick	MD	07/2019	08/2020
Citigroup	Washington	DC	08/2020	05/2025
Truist Investment Services, Inc.	Bethesda	MD	05/2025	Present
Truist Advisory Services, Inc.	Bethesda	MD	05/2025	Present

01/2013 → 11/2016

Wells Fargo Advisors, Llc

Rockville, MD
10/2010 → 07/2019

Wells Fargo Bank Na

Rockville, MD
11/2016 → 07/2019

Wells Fargo Clearing Services, Llc

Rockville, MD
07/2019 → 08/2020

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Frederick, MD
07/2019 → 08/2020

Bank Of America, N.A.

Frederick, MD
08/2020 → 05/2025

Citigroup

Washington, DC
05/2025 → Present

Truist Investment Services, Inc.

Bethesda, MD
05/2025 → Present

Truist Advisory Services, Inc.

Bethesda, MD

2021-04-29 → 2025-05-30

Citigroup Global Markets Inc.

Fort Lee, NJ

Fort Mill, SC

Washington, DC

Washington, DC

Washington, DC

Potomac, MD

Washington, DC

San Antonio, TX

Washington, DC

Chicago, IL
2019-08-06 → 2020-08-11

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Frederick, MD
2013-04-02 → 2019-07-31

Wells Fargo Clearing Services, Llc

Rockville, MD

Columbia, MD

Germantown, MD

Gaithersburg, MD

Gaithersburg, MD

Gaithersburg, MD

Frederick, MD

Gaithersburg, MD

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-04-01
S63	Uniform Securities Agent State Law Examination	2013-03-12

Other Firms