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601 Quail Valley Dr., Georgetown, TX 78626 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-03-29 |
| CA | RA | APPROVED | 2024-01-05 |
| TX | RA | APPROVED | 2023-09-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Orange | TX | 08/2015 | 03/2018 |
| Wells Fargo Clearing Services, Llc | Orange | TX | 03/2018 | 08/2018 |
| Unemployed | Orange | TX | 08/2018 | 10/2018 |
| Axa Advisors, Llc | New York | NY | 10/2018 | 04/2019 |
| Bancorpsouth | Austin | TX | 04/2019 | 06/2022 |
| Infinex Investments Inc | Meriden | CT | 04/2019 | 06/2022 |
| Heritage Wealth Management, Llc | Phoenix | AZ | 06/2022 | 03/2024 |
| Growth Horizons Wealth Management Llc | Georgetown | TX | 07/2023 | Present |
Zachary Thomas is currently employed as the Owner of Growth Horizons Consulting. This activity takes place primarily outside of trading hours. Zachary Thomas is on the board of directors for PurposeWorks non-profit. Zachary spends approximately 5 hours monthly devoted to PurposeWorks. Approximately 2 of the 5 hours are devoted during securities trading hours. Zachary will be responsible for fundraising for the non-profit. Zachary will not be recommending any kind of investment related products or securities in his current role with the non-profit. Zachary will not receive any form of compensation for this role. Zachary Thomas is a 5% owner of Advisor Referral Boost, LLC. Zachary spends approximately 5 hours monthly devoted to Advisor Referral Boost. None of these hours are during securities trading hours. Zachary will receive a 5% profit share from Advisor Referral Boost, LLC. Zachary Thomas is currently a licensed insurance agent, however, he no longer sells any insurance products, and is not affiliated with any insurance companies. Zachary Thomas will not sell any insurance products to clients or prospective clients of GHWM. Zachary Thomas is currently on the board of directors for Purpose Driven Executives. Zachary spends approximately 3 hours monthly devoted to Purpose Driven Executives. None of these hours are during securities trading hours. Zachary will be sponsoring local events for Purpose Driven Executives. Zachary will not be recommending any kind of investment related products or securities in his current role. Zachary will not receive any form of compensation for this role. Zachary Thomas is currently a managing member of Arcadia Development Ventures LLC. Arcadia Development Ventures LLC is a commercial real estate development company. Zachary spends approximately 5 hours monthly devoted to Arcadia Development Ventrures LLC. None of these hours are during securities trading hours. Zachary will be handling CFO duties, managing financial models, taxes, and working with attorneys. Zachary will not be recommending any kind of investment related products or securities in his current role. Zachary will receive compensation in the form of capital gains.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-08 |
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