Zachary Thompson Coggins

Current Employers

Employment History

• 06/2012 → Present
  Grookett And Associates, Inc.
  Columbia, SC
• 01/2008 → Present
  Self Employed
  Columbia, SC
• 09/2014 → 06/2021
  Voya Finacial Advisors
  Columbia, SC
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2018-02-12 → 2021-06-09
  Voya Financial Advisors, Inc.
  Columbia, SC
  Greenville, SC
  Windsor, CT

Other Businesses

1. NAME OF ENTITY:ZACHARY COGGINS; No; 853 MALIBU DR; COLUMBIA; SC; 29209; LANDSCAPING; OWNER; 1/1/2008; 30; 15; LANDSCAPING AND LAWN MAINTENANCE 2. NAME OF ENTITY:GROOKETT AND ASSOCIATES, INC; Yes; 7715 CLAUDIA DR; COLUMBIA; SC; 29223; FINANCIAL SERVICES/DBA; FINANCIAL ADVISOR; 6/1/2012; 160; 160; SALE AND SERVICE FIXED INSURANCE,SECURITIES AND INVESTMENT PRODUCTS. 3. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 7715 CLAUDIA DR; COLUMBIA; SC; 29223; FIXED INSURANCE; INDEPENDENT INSURANCE AGENT; 6/6/2016; 160; 160; SELL OF FIXED INSURANCE PRODUCTS 4. NAME OF OTHER BUSINESS: THE LEUKEMIA & LYMPHOMA SOCIETY; INVESTMENT RELATED: NO; ADDRESS: 3 INTERNATIONAL DR SUITE 200 RYE BROOK, NY 10573; NATURE OF BUSINESS: NON PROFIT; START DATE: 9/2022; POSITION/TITLE/RELATIONSHIP: 2022 MAN OF THE YEAR MIDLANDS SC/LEADERSHIP COMMITTEE TEAM MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: SUPPORT TEAMS THAT RAISE FUNDS FOR LLS TO FIGHT BLOOD CANCERS; 5. NAME OF OTHER BUSINESS: MILESTONE WEALTH ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA; START DATE: 07/21/2021; POSITION/TITLE/RELATIONSHIP: IAR APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: DBA FOR SALE AND SERVICE OF SECURITIES, LIFE INSURANCE, AND FINANCIAL PLANNING; 6. NAME OF OTHER BUSINESS: GROOKETT AND ASSOC ; INVESTMENT RELATED: NO; ADDRESS: 7715 CLAUDIA DRIVE COLUMBIA,SC 29223 ; NATURE OF BUSINESS: S CORP FOR TAX PURPOSES ; START DATE: 06/2012 ; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL ; APX NUMBER OF HOURS PER WEEK: 3 ; APX NUMBER OF HOURS DURING TRADING HOURS: 3; BRIEF DESCRIPTION OF DUTIES: S CORP FOR TAX PURPOSES ; 7. NAME OF OTHER BUSINESS: NAIFA-SC; INVESTMENT RELATED: NO; ADDRESS: 600 STATE STREET SUITE A CEDAR FALLS, IA 50613; NATURE OF BUSINESS: PROFESSIONAL ASSOCIATION; START DATE: 9/2022; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER /PROGRAMS CHAIR; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ORGANIZE GATHERINGS FOR MEMBERS TO NETWORK AND LEARN; 8. NAME OF OTHER BUSINESS: BNI SC MIDLANDS; INVESTMENT RELATED: NO; ADDRESS: 1652 BARRACKS DRIVE GILBERT, SC 29054; NATURE OF BUSINESS: NETWORKING GROUP; START DATE: 10/2022; POSITION/TITLE/RELATIONSHIP: CHAPTER PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: RUN WEEKLY MEETINGS IN PERSON AND VIA ZOOM, HELP WITH BUSINESS REFERRALS; 9. NAME OF OTHER BUSINESS: LIFE SETTLEMENT BUSINESS INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: LIFE SETTLEMENT START DATE: 3/2023 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE SETTLEMENTS THROUGH WELCOME FUNDS, INC;

Exams

• S66 Uniform Combined State Law Examination
  2017-01-14

Other Names

• Zachary Thomas Coggins