Zachary H Allen

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2023-05-03
TX	RA	APPROVED	2023-05-01

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Atlanta	GA	09/2022	03/2023
Geneva	San Antonio	TX	06/2021	07/2022
Orise	San Antonio	TX	07/2020	07/2021
Mississippi State University	Mississippi State	MS	08/2018	05/2020
Avid4 Adventure	Palo Alto	CA	04/2018	08/2018
Unemployed	Atlanta	GA	08/2022	09/2022
Unemployed	Roswell	GA	05/2020	07/2020
Unemployed	Roswell	GA	05/2012	04/2018
Ups	Atlanta	GA	12/2017	01/2018
Bank Of America, N.A.	Atlanta	GA	11/2022	03/2023
Morgan Stanley	Atlanta	GA	04/2023	Present
Morgan Stanley Private Bank, N.A	New York	NY	05/2023	Present

09/2022 → 03/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Atlanta, GA
06/2021 → 07/2022

Geneva

San Antonio, TX
07/2020 → 07/2021

Orise

San Antonio, TX
08/2018 → 05/2020

Mississippi State University

Mississippi State, MS
04/2018 → 08/2018

Avid4 Adventure

Palo Alto, CA
08/2022 → 09/2022

Unemployed

Atlanta, GA
05/2020 → 07/2020

Unemployed

Roswell, GA
05/2012 → 04/2018

Unemployed

Roswell, GA
12/2017 → 01/2018

Ups

Atlanta, GA
11/2022 → 03/2023

Bank Of America, N.A.

Atlanta, GA
04/2023 → Present

Morgan Stanley

Atlanta, GA
05/2023 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-12-17

Other Firms