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Zachary William Robinson

Financial Synergies

Houston, TX

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Current Employers
Financial Synergies

4400 Post Oak Pkwy Suite 200, Houston, TX 77027 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-07-28
  • TX RA
    APPROVED
    Since 2020-07-28

Branch Locations

4400 Post Oak Pkwy Suite 200, Houston, TX 77027 • 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
Wells Fargo Bank, Na Fort Worth TX 04/2010 09/2017
Wells Fargo Advisors, Llc Fort Worth TX 10/2014 11/2016
Wells Fargo Clearing Services, Llc Fort Worth TX 11/2016 09/2017
Capital One Investing, Llc Plano TX 09/2017 01/2019
Charles Schwab & Co., Inc. Westlake TX 01/2019 06/2020
Financial Synergies Wealth Advisors Houston TX 06/2020 Present
  • 04/2010 → 09/2017
    Wells Fargo Bank, Na
    Fort Worth, TX
  • 10/2014 → 11/2016
    Wells Fargo Advisors, Llc
    Fort Worth, TX
  • 11/2016 → 09/2017
    Wells Fargo Clearing Services, Llc
    Fort Worth, TX
  • 09/2017 → 01/2019
    Capital One Investing, Llc
    Plano, TX
  • 01/2019 → 06/2020
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 06/2020 → Present
    Financial Synergies Wealth Advisors
    Houston, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-17
S63 Uniform Securities Agent State Law Examination 2014-11-26
  • S65 Uniform Investment Adviser Law Examination
    2014-12-17
  • S63 Uniform Securities Agent State Law Examination
    2014-11-26

View on SEC IAPD

Other Firms

BRIDGE CAPITAL ADVISORS
TSA WEALTH MANAGEMENT
PEREA CAPITAL
TRI-STAR ADVISORS, INC.
HORNOR, TOWNSEND & KENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MARINER INDEPENDENT

Other Investors

John Charles Robinson
CRYSTAL ALLISON MCKEON
AUSTIN GENTRY MARRS
JONATHAN HARRISON SWANBURG
WILLIAM THOMAS PAYNE
JON CARTER VAUGHAN
GREGORY JAMES KALLUS
Philip Chukwuezugo Onochie

Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

More in Houston, TX

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