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Zachary Clayton Phillips

Lvz, Inc.

Clarkesville, GA

Stockbridge, GA

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Current Employers
Lvz, Inc.

240 South River Avenue, Holland, MI 49423 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2021-01-25
  • GA RA
    APPROVED
    Since 2021-01-25

Branch Locations

138 East Water Street, Clarkesville, GA 30523 • United States

505 Corporate Center Drive Ste 110, Stockbridge, GA 30281 • 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
Next Financial Group Stockbridge GA 03/2014 02/2017
Securities America Inc. Stockbridge GA 02/2017 01/2021
Securities America Advisors Stockbridge GA 02/2017 01/2021
Lvz, Inc. Holland MI 01/2021 Present
  • 03/2014 → 02/2017
    Next Financial Group
    Stockbridge, GA
  • 02/2017 → 01/2021
    Securities America Inc.
    Stockbridge, GA
  • 02/2017 → 01/2021
    Securities America Advisors
    Stockbridge, GA
  • 01/2021 → Present
    Holland, MI
Previous Registrations
  • 2017-02-27 → 2021-01-22
    Securities America Advisors, Inc.
    Stockbridge, GA
  • 2016-02-18 → 2017-02-22
    Next Financial Group, Inc.
    Stockbridge, GA
Other Businesses

**T. L. Phillips Financial Group Inc. Position: DBA; Nature: Doing Business As ("DBA")Investment Related: Yes; Start Date: 03/01/2016; Address: 138 E Water Street, Clarkesville GA 30523; Trading hours per month: 136 ; Non-Trading hours per month: 10 ; Description: Owner of DBA **Phillips Financial Planning, Inc. Position: Owner; Nature: Doing Business As ("DBA")Investment Related: Yes; Start Date: 01/01/2021; Address: 138 E Water Street, Clarkesville GA 30523; Trading hours per month: 136 ; Non-Trading hours per month:10 Description: Owner of DBA **CLARKESVILLE PLANNING COMISSION POSITION: Board Member; NATURE: Planning Commission for the city of Clarkesville GA; Investment Related: No; Trading hours per month: 0; Non-Trading hours per month: 1; ADDRESS: Clarkesville GA; DESCRIPTION: Zoning board makes recommendations to the city council on zoning decision based on zoning ordinances **ZLA, LLC Position: Owner; Nature: Property ownership & leasing; Investment Related: No; Start Date: 11/27/2023 Address: 138 E Water Street, Clarkesville GA 30523; Trading hours per month: 0; Non-Trading hours per month: 1; Description: Owner of building

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-02-16
  • S66 Uniform Combined State Law Examination
    2016-02-16

View on SEC IAPD

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