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Zachary Taylor Matarazzo

Main Line Retirement Advisors, LLC

Whitefish, MT

Whitefish, MT

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Current Employers
Main Line Retirement Advisors, Llc

2 O'BRien Ave, Whitefish, MT 59937 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-04-20
MT RA APPROVED 2019-09-05
PA RA APPROVED 2018-01-08
  • TX RA
    APPROVED_RES
    Since 2023-04-20
  • MT RA
    APPROVED
    Since 2019-09-05
  • PA RA
    APPROVED
    Since 2018-01-08

Branch Locations

2 O'BRien Ave, Whitefish, MT 59937 • United States

2 O'BRien Ave, Whitefish, MT 59937 • 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
Main Line Retirement Advisors Radnor PA 06/2017 Present
Full-Time Student Pottstown PA 09/2007 05/2017
  • 06/2017 → Present
    Main Line Retirement Advisors
    Radnor, PA
  • 09/2007 → 05/2017
    Full-Time Student
    Pottstown, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-03
  • S65 Uniform Investment Adviser Law Examination
    2017-12-03
Designations
Other Names
  • Zach Matarazzo
  • Zachary Taylor Matarazzo

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WHITEFISH, MT
EDWARD JONES · WHITEFISH, MT
D.A. DAVIDSON & CO. · Whitefish, MT
STATE FARM INVESTMENT MANAGEMENT CORP. · Whitefish, MT
EDWARD JONES · WHITEFISH, MT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Whitefish, MT
KILTERHOWLING LLC · Whitefish, MT
EDWARD JONES · WHITEFISH, MT

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