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Inactive

Zachary Q. Carver

Cerity Partners Retirement Plan Consultants

Raleigh, NC

New York, NY

Cerity Partners LLC

Raleigh, NC

New York, NY

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Current Employers
Cerity Partners Retirement Plan Consultants

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-05-27
  • NC RA
    APPROVED
    Since 2025-05-27

Branch Locations

4101 Lake Boone Trail #200, Raleigh, NC 27607 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-04-01
  • NC RA
    APPROVED
    Since 2025-04-01

Branch Locations

4101 Lake Boone Trail #200, Raleigh, NC 27607 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • 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
Bunch & Company, Llp Rocky Mount NC 01/2019 04/2019
Petway Mills & Pearson Pa Zebulon NC 05/2019 09/2019
Trp Sumner Pllc Fayetteville NC 09/2019 11/2020
Cook Wealth Management Group, Llc Raleigh NC 11/2020 03/2025
Full Time Student Rocky Mount NC 09/2011 12/2018
Cerity Partners Llc New York NY 03/2025 Present
  • 01/2019 → 04/2019
    Bunch & Company, Llp
    Rocky Mount, NC
  • 05/2019 → 09/2019
    Petway Mills & Pearson Pa
    Zebulon, NC
  • 09/2019 → 11/2020
    Trp Sumner Pllc
    Fayetteville, NC
  • 11/2020 → 03/2025
    Cook Wealth Management Group, Llc
    Raleigh, NC
  • 09/2011 → 12/2018
    Full Time Student
    Rocky Mount, NC
  • 03/2025 → Present
    Cerity Partners Llc
    New York, NY
Previous Registrations
  • 2022-08-24 → 2025-04-01
    Cook Wealth, Llc
    Raleigh, NC
Designations

View on SEC IAPD

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