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Zachary Taylor Welz

Dkm Wealth Management, Inc.

Stockton, CA

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Current Employers
Dkm Wealth Management, Inc.

10100 Trinity Parkway Suite 450, Stockton, CA 95219 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-08
  • CA RA
    APPROVED
    Since 2025-01-08

Branch Locations

10100 Trinity Parkway Suite 450, Stockton, CA 95219 • 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
Los Angeles Angels Of Aneheim Los Angeles CA 07/2015 10/2017
Redline Athletics Houston TX 11/2017 03/2018
Evansville Otters Evansville IN 04/2018 12/2018
United Parcel Service Rocklin CA 10/2019 01/2020
Gary Southshore Railcats Gary IN 03/2019 07/2022
Fanchise, Llc. Fan Controlled Football Los Angeles CA 02/2022 05/2022
Fidelity Investments Roseville CA 10/2022 12/2024
Caps / Legacy Casting Dallas TX 10/2021 11/2021
Dkm Wealth Management, Inc. Stockton CA 01/2025 Present
  • 07/2015 → 10/2017
    Los Angeles Angels Of Aneheim
    Los Angeles, CA
  • 11/2017 → 03/2018
    Redline Athletics
    Houston, TX
  • 04/2018 → 12/2018
    Evansville Otters
    Evansville, IN
  • 10/2019 → 01/2020
    United Parcel Service
    Rocklin, CA
  • 03/2019 → 07/2022
    Gary Southshore Railcats
    Gary, IN
  • 02/2022 → 05/2022
    Fanchise, Llc. Fan Controlled Football
    Los Angeles, CA
  • 10/2022 → 12/2024
    Fidelity Investments
    Roseville, CA
  • 10/2021 → 11/2021
    Caps / Legacy Casting
    Dallas, TX
  • 01/2025 → Present
    Dkm Wealth Management, Inc.
    Stockton, CA
Previous Registrations
  • 2024-02-08 → 2025-01-06
    Fidelity Personal And Workplace Advisors
    Roseville, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-18
  • S66 Uniform Combined State Law Examination
    2023-04-18
Designations

View on SEC IAPD

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FINDEC WEALTH SERVICES, INC.
EQUITABLE ADVISORS, LLC

Other Investors

JOHN PHILLIP MAROULIS
EDUARDO ANGEL PETER ZEITER
Craig R Massei
THOMAS KENNETH WINKLER
BLAIR ANTHONY HAKE
BARBARA MARGARET MOORE
LARRY JOHN SWANSON
Michael Powell

Other Offices

EAGLE STRATEGIES LLC · STOCKTON, CA
AMERIPRISE FINANCIAL SERVICES, LLC · STOCKTON, CA
OSAIC WEALTH, INC. · STOCKTON, CA
LPL FINANCIAL LLC · STOCKTON, CA
PNC WEALTH MANAGEMENT LLC · STOCKTON, CA
TRANSAMERICA FINANCIAL ADVISORS, LLC · STOCKTON, CA
FINDEC WEALTH SERVICES, INC. · STOCKTON, CA
LPL FINANCIAL LLC · STOCKTON, CA

More in Stockton, CA

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