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Zachary David Gunderson

Providence Financial And Insurances, Inc.

Woodland Hills, CA

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Current Employers
Providence Financial And Insurances, Inc.

6320 Canoga Avenue, Suite 600, Woodland Hills, CA 91367 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-11-16
  • CA RA
    APPROVED
    Since 2023-11-16

Branch Locations

6320 Canoga Avenue, Suite 600, Woodland Hills, CA 91367 • 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
Premier America Credit Union Chatsworth CA 04/2012 11/2022
Lpl Financial Chatsworth CA 10/2014 11/2022
Unemployed Simi Valley CA 11/2022 10/2023
Providence Financial And Insurances, Inc. Woodland Hills CA 10/2023 Present
  • 04/2012 → 11/2022
    Premier America Credit Union
    Chatsworth, CA
  • 10/2014 → 11/2022
    Lpl Financial
    Chatsworth, CA
  • 11/2022 → 10/2023
    Unemployed
    Simi Valley, CA
  • 10/2023 → Present
    Providence Financial And Insurances, Inc.
    Woodland Hills, CA
Previous Registrations
  • 2022-05-16 → 2022-11-14
    Lpl Financial Llc
    Woodland Hills, CA
    Westlake Village, CA
    Woodland Hills, CA
    Thousand Oaks, CA
    Chatsworth, CA
    Westlake Village, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-13
S63 Uniform Securities Agent State Law Examination 2015-12-17
  • S65 Uniform Investment Adviser Law Examination
    2022-05-13
  • S63 Uniform Securities Agent State Law Examination
    2015-12-17

View on SEC IAPD

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CITIGROUP GLOBAL MARKETS INC.
CHELSEA MANAGEMENT COMPANY

Other Investors

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STEWART E SCHRADER
Daniel Polyakov
Carol Ann Casebolt
Homer Jonathan Reed Wilson
JAMES MATTHEW PATTON
LISA ESTELLE HARWOOD
JEFFREY ALAN HARWOOD

Other Offices

MERCER GLOBAL ADVISORS INC. · Woodland Hills, CA
INDEPENDENT FINANCIAL GROUP, LLC · Woodland Hills, CA
VENTURA ADVISORS · WOODLAND HILLS, CA
LPL FINANCIAL LLC · WOODLAND HILLS, CA
LINCOLN INVESTMENT · WOODLAND HILLS, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Woodland Hills, CA
CITIGROUP GLOBAL MARKETS INC. · Woodland Hills, CA
CHELSEA MANAGEMENT COMPANY · WOODLAND HILLS, CA

More in Woodland Hills, CA

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