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Zachary Christian Heard

Ubs Financial Services Inc.

The Woodlands, TX

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-08
  • TX RA
    APPROVED
    Since 2024-04-08

Branch Locations

1780 Hughes Landing Blvd. Suite 200, The Woodlands, TX 77380-1687 • 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
Texas Tech University Lubbock TX 08/2014 12/2017
Unemployed Cisco TX 12/2017 03/2018
Texas Tech University Lubbock TX 08/2016 12/2017
Axa Advisors, Llc New York NY 03/2018 06/2018
Invesco Houston TX 01/2019 03/2021
Unemployed Unemployed TX 06/2018 01/2019
Fidelity Investments Houston TX 03/2021 04/2024
Ubs Financial Services, Inc The Woodlands TX 04/2024 Present
  • 08/2014 → 12/2017
    Texas Tech University
    Lubbock, TX
  • 12/2017 → 03/2018
    Unemployed
    Cisco, TX
  • 08/2016 → 12/2017
    Texas Tech University
    Lubbock, TX
  • 03/2018 → 06/2018
    Axa Advisors, Llc
    New York, NY
  • 01/2019 → 03/2021
    Invesco
    Houston, TX
  • 06/2018 → 01/2019
    Unemployed
    Unemployed, TX
  • 03/2021 → 04/2024
    Fidelity Investments
    Houston, TX
  • 04/2024 → Present
    Ubs Financial Services, Inc
    The Woodlands, TX
Previous Registrations
  • 2021-04-30 → 2024-04-16
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2019-02-27 → 2021-03-15
    Invesco Advisers, Inc.
    Houston, TX
Other Businesses

OBA-90912|OrgNmn:Black Creek Investment LLC|Org Addr:Conroe,Texas,US|OBA Nature:Real Estate Investments|Invst Rel:Y|Title:Partner|Duties:Research and capital|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|Start date 4/19/2022

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-11
  • S66 Uniform Combined State Law Examination
    2018-05-11
Other Names
  • Zach Heard
  • Zachary Heard
  • Zachary Christian Heard

View on SEC IAPD

Other Firms

PROVIDENT WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J. W. COLE ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ROSSBY FINANCIAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.

Other Investors

DANIEL CORAL GOODWIN
Jeffrey Douglas Hackett
KRISTIN LEE SANDERS
JENNIFER JOYCE CHACHERE
LEISL MAJ DODSON
THOMAS JAMES HAYES
JAMES ALBERT MAHDAK
SUSAN MARIE HILL

Other Offices

PROVIDENT WEALTH ADVISORS, LLC · THE WOODLANDS, TX
AMERIPRISE FINANCIAL SERVICES, LLC · THE WOODLANDS, TX
J. W. COLE ADVISORS, INC. · THE WOODLANDS, TX
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · The Woodlands, TX
AMERIPRISE FINANCIAL SERVICES, LLC · The Woodlands, TX
ROSSBY FINANCIAL, LLC · The Woodlands, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · The Woodlands, TX
ALLSTATE FINANCIAL ADVISORS, LLC · Spring, TX

More in The Woodlands, TX

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