Zachary Higgins

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-04-03

Branch Locations

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

Organization	City	State	From	To
Mml Investors Services, Llc	Brentwood	TN	10/2022	04/2024
Massmutual Life Insurance Co/ Continuum Planning Partners	Brentwood	TN	10/2022	04/2024
Ubs Financial Services	Nashville	TN	07/2018	10/2022
Ubs Financial Services	Concord	NH	06/2017	10/2022
Unemployed - Student	Manchester	NH	08/2013	06/2017
Mml Investors Services, Llc	Brentwood	TN	09/2022	09/2022
Osaic Wealth Inc	Cleveland	OH	07/2024	Present

10/2022 → 04/2024

Mml Investors Services, Llc

Brentwood, TN
10/2022 → 04/2024

Massmutual Life Insurance Co/ Continuum Planning Partners

Brentwood, TN
07/2018 → 10/2022

Ubs Financial Services

Nashville, TN
06/2017 → 10/2022

Ubs Financial Services

Concord, NH
08/2013 → 06/2017

Unemployed - Student

Manchester, NH
09/2022 → 09/2022

Mml Investors Services, Llc

Brentwood, TN
07/2024 → Present

Osaic Wealth Inc

Cleveland, OH

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-03-17
S63	Uniform Securities Agent State Law Examination	2017-12-04

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