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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-11-10 |
Branch Locations
62 India Street, Suit A, Portland, ME 04101 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Chicago | IL | 07/2019 | 02/2020 |
| Unemployed | Portland | ME | 05/2019 | 07/2019 |
| University Of Southern Maine | Portland | ME | 08/2015 | 05/2019 |
| Td Bank | Falmuth | ME | 05/2018 | 08/2018 |
| Mc Constuction | Falmouth | ME | 05/2017 | 08/2017 |
| Td Bank | Falmouth | ME | 05/2016 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 03/2020 | 05/2022 |
| Bank Of America, N.A. | Boston | MA | 04/2020 | 05/2022 |
| Back Cove Financial | Falmouth | ME | 05/2022 | 08/2024 |
| Commonwealth Financial Network | Waltham | MA | 05/2022 | 11/2025 |
| Zinn Wealth Management | Portland | ME | 08/2024 | 11/2025 |
| &Partners | Nashville | TN | 11/2025 | Present |
ZINN WEALTH MANAGEMENT, LLP POSITION: Co-Owner NATURE: This business is a co-ownership that me and my partner use to share expenses and have previously used to pay for health insurance etc. We are unsure if we will still need this type of arrangement with &Partners but disclosing it ahead of time. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 40 START DATE: 08/01/2024 ADDRESS: Portland, ME 04101, United States DESCRIPTION: Co-ownership of the name Zinn Wealth Management. We use this to conduct our business. JZ WEALTH MANAGEMENT, LLC POSITION: Owner NATURE: LLC is used to file as and S-Corp. Pay myself a salary through the business, make 401K deferrals, pay for business related expenses. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2024 ADDRESS: Portland, ME 04101, United States DESCRIPTION: N/A
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-27 |
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