Zachary Seidman

Current Employers

Phase Line Financial

Arroyo Grande, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-11-30

CA RA
APPROVED

Since 2023-11-30

Branch Locations

Arroyo Grande, CA • 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
Massmutual Life Insurance Company	Westlake Villiage	CA	05/2017	07/2018
Mml Investors Services	Westlake Villiage	CA	07/2017	07/2018
Sunset Honda	San Luis Obispo	CA	05/2013	05/2017
Nexa Mortgage	Chandler	AZ	07/2018	07/2020
Thrive Mortgage	Arroyo Grande	CA	07/2020	11/2021
Barrett Financial Group	Arroyo Grande	CA	11/2021	11/2023
Phase Line Financial Llc	Arroyo Grande	CA	11/2023	Present

05/2017 → 07/2018

Massmutual Life Insurance Company

Westlake Villiage, CA
07/2017 → 07/2018

Mml Investors Services

Westlake Villiage, CA
05/2013 → 05/2017

Sunset Honda

San Luis Obispo, CA
07/2018 → 07/2020

Nexa Mortgage

Chandler, AZ
07/2020 → 11/2021

Thrive Mortgage

Arroyo Grande, CA
11/2021 → 11/2023

Barrett Financial Group

Arroyo Grande, CA
11/2023 → Present

Phase Line Financial Llc

Arroyo Grande, CA

Previous Registrations

2017-09-01 → 2018-07-31

Mml Investors Services, Llc

Los Angeles, CA

Woodland Hills, CA

Other Businesses

NAME: ZACHARY SEIDMAN INV REL: Y ADD: 361 OLD RANCH RD ARROYO GRANDE CA 93420 NATURE:LICENSED LIFE INSURANCE AGENT POSITION: LIFE INSURANCE AGENT START DATE: 11/15/2023 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 10

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-11-02
S66	Uniform Combined State Law Examination	2017-08-08

S65 Uniform Investment Adviser Law Examination

2023-11-02
S66 Uniform Combined State Law Examination

2017-08-08

Other Names

Zack Seidman

View on SEC IAPD