Best Investors
Account
Sign in
Best Investors
Account
Sign in
Zinnia Wealth Advisory, LLC CRD 295122
$169M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3220 Sw 33Rd Rd, Ocala, FL 34474 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankerslife | Sarasota | FL | 09/2011 | 05/2022 |
| Bankers Life Securities, Inc. | Sarasota | FL | 05/2016 | 05/2022 |
| Zinnia Wealth Management | Ocala | FL | 05/2022 | Present |
| Zinnia Wealth Advisory, Llc | Ocala | FL | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-15 |
Reach out to this advisor