Zachary Norman Griswold

Current Employers

Familywealth

255 Primera Blvd Suite 160, Lake Mary, FL 32746 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-11-05
AR	RA	APPROVED	2024-09-30

TX RA
APPROVED_RES

Since 2024-11-05
AR RA
APPROVED

Since 2024-09-30

Branch Locations

Western Grove, AR • 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

Organization	City	State	From	To
Creativevest Inc	Western Grove	AR	11/2022	02/2023
Strategic Wealth Partners	Conway	AR	03/2019	04/2024
Spot On Pediatric Therapy, Llc	Western Grove	AR	02/2016	Present
Airmedcarenetwork	West Plains	MO	04/2017	10/2019
Boyce And Bynum Pathology Laboratories	Columbia	MO	04/2015	04/2017
Old Lantern Investments, Llc	Western Grove	AR	03/2023	Present

11/2022 → 02/2023

Creativevest Inc

Western Grove, AR
03/2019 → 04/2024

Strategic Wealth Partners

Conway, AR
02/2016 → Present

Spot On Pediatric Therapy, Llc

Western Grove, AR
04/2017 → 10/2019

Airmedcarenetwork

West Plains, MO
04/2015 → 04/2017

Boyce And Bynum Pathology Laboratories

Columbia, MO
03/2023 → Present

Old Lantern Investments, Llc

Western Grove, AR

Previous Registrations

2024-09-04 → 2024-09-26

Redwood Private Wealth

Wester Grove, AR
2023-04-14 → 2024-08-02

Old Lantern Investments, Llc

Western Grove, AR
2022-11-17 → 2023-02-03

Creativevest Inc

Charlotte, NC

Other Businesses

Insurance Agent since 03/2023; selling insurance products; 20 hrs/month (Investment Related) Estate Planning 20 hrs/ month (Investment Related) Spot On Pediatric Therapy, LLC; Western Grove, AR; (Not investment related); Consultant since 02/2016; provide pediatric therapy; 4 hrs/mo

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-11-19

S65 Uniform Investment Adviser Law Examination

2021-11-19

View on SEC IAPD