Zachary Matthew Wong

Current Employers

Employment History

• 07/2013 → Present
  Nylife Securities Llc
  Tacoma, WA
• 04/2013 → Present
  New York Life Insurance Company
  Tacoma, WA
• 08/2019 → Present
  Eagle Strategies Llc
  Tacoma, WA
• 04/2026 → Present
  Financial Blueprint Strategies And Insurance Solutions
  Tacoma, WA

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 1201 Pacific Avenue, Suite 1600 Tacoma, WA 98401; Start Date 08/2016; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [Cedar Lane Apartments LLC; LLC that holds 32 duplexs within two square blocks; 8318 State Route 302 NW Gig Harbor, WA 98329; Start Date 07/2017; Role/Title: Independent Contractor; Investment Related; 20 hours per month; 0 hours per month during securities trading hours; Family business where I help my widowed mother collect rent checks and deposit them for her since she is 73. Also help her with paying bills (utilities)] [Rental Property; Single family home - Rental; 3217 S 295th St Auburn, WA 98001; Start Date 11/2017; Role/Title: Owner; Investment Related; 20 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF FINANCIAL BLUEPRINT STRATEGIES AND INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (TACOMA, WA); START DATE: 04/2026]

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-05
• S63 Uniform Securities Agent State Law Examination
  2013-09-05

Other Names

• Matt Wong
• Z Matthew Wong
• Matt Wong