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Anaiss Zamora

Savvy

Charlotte, NC

New York, NY

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Current Employers
Savvy

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-05-05
  • NC RA
    APPROVED
    Since 2026-05-05

Branch Locations

Charlotte, NC • United States

111 West 33Rd Street Unit 1410, New York, NY 10001 • 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
Sweet Destinations Denver NC 06/2015 10/2017
Bcy Testing Charlotte NC 05/2017 10/2017
Gcg Wealth Management Charlotte NC 10/2017 03/2020
Better Mortgage Charlotte NC 04/2020 04/2022
Not Employed Charlotte NC 04/2022 10/2022
Northwest Asset Management Mercer Island WA 10/2022 04/2026
Savvy Charlotte NC 04/2026 Present
  • 06/2015 → 10/2017
    Sweet Destinations
    Denver, NC
  • 05/2017 → 10/2017
    Bcy Testing
    Charlotte, NC
  • 10/2017 → 03/2020
    Gcg Wealth Management
    Charlotte, NC
  • 04/2020 → 04/2022
    Better Mortgage
    Charlotte, NC
  • 04/2022 → 10/2022
    Not Employed
    Charlotte, NC
  • 10/2022 → 04/2026
    Northwest Asset Management
    Mercer Island, WA
  • 04/2026 → Present
    Savvy
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-16
  • S65 Uniform Investment Adviser Law Examination
    2025-06-16
Other Names
  • Anaiss Anaiss Zamora

View on SEC IAPD

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