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317 State Street, Guthrie Center, IA 50115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-18 |
Branch Locations
317 State Street, Guthrie Center, IA 50115 • United States
2706 Us-19 Alt Suite #202, Palm Harbor, FL 34683 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hilary Zaragoza Insurance Services Inc | Palm Harbor | FL | 05/2012 | Present |
| Simplicity Wealth | Summit | NJ | 03/2022 | 01/2026 |
| Zara Financial Group | Palm Harbor | FL | 02/2022 | Present |
| Aegis Wealth Management, Inc. | Guthrie Center | IA | 02/2026 | Present |
| Abs Financial | Tampa | FL | 12/2015 | 06/2019 |
~1) Zara Financial Group; Investment-related; Palm Harbor, FL; Fictitious name DBA for work under Registered Investment Advisor; Owner; Start: 02/2022; Approximately 80 hours/month spent on this activity with all hours during securities trading hours; Duties: IAR work under Aegis starting 02/2026. ~2) Hilary Zaragoza Insurance Services Inc; Investment-related; Palm Harbor, FL; President, Insurance Agent; Start: 05/2012; Approximately 80 hours/month spent on this activity with all hours during securities trading hours; Duties: selling Life, Health and Annuity Insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-13 |
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