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3312 Rosedale St Suite 201, Gig Harbor, WA 98335 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-02 |
| WA | RA | APPROVED | 2022-08-15 |
Branch Locations
3312 Rosedale Street Nw Suite 201, Gig Harbor, WA 98335 • United States
5320 Northshore Drive, North Little Rock, AR 72118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-08-19 |
Branch Locations
3312 Rosedale Street Nw Suite 201, Gig Harbor, WA 98335 • United States
5320 Northshore Drive, North Little Rock, AR 72118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lighthouse Wealth Strategies | Gig Harbor | WA | 07/2022 | 08/2022 |
| Alliance Wealth Advisors | Bountiful | UT | 09/2021 | 04/2022 |
| Moterra Campervans | Jackson | WY | 03/2021 | 07/2021 |
| Backcountry.cOm | Salt Lake City | UT | 10/2020 | 03/2021 |
| Bask Enterprises | Gig Harbor | WA | 06/2017 | 04/2020 |
| Horsehead Auto Detail | Gig Harbor | WA | 09/2016 | 11/2018 |
| Accuracy Automotive | Gig Harbor | WA | 01/2017 | 09/2017 |
| Utah State | Logan | UT | 05/2018 | 05/2022 |
| Student | Gig Harbor | WA | 05/2012 | 05/2018 |
| Sowell Management Services | North Little Rock | AR | 08/2022 | Present |
| Lighthouse Wealth Strategies | Gig Harbor | WA | 08/2022 | Present |
| Rep Gym Pass Llc | Seattle | WA | 12/2023 | Present |
| Trutoro | Gig Harbor | WA | 09/2023 | Present |
Mr. Zachary Paul has the following Outside Business Activities. He is dual registered with Sowell Management Services and Trutoro. In this role Mr. Paul provides financial services including the transacting of a multitude of financial products for clients. He is also a partial owner of rental property. He spends approximately 5 hours a month in this endeavor during both market and non-market hours managing the rental property. Founding member of Rep Gym Pass LLC, where they transact in gym membership to various gyms. He spends approximately 5 hours a month on this activity.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-09-26 |
| S65 | Uniform Investment Adviser Law Examination | 2022-08-15 |
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