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Todd John Lietz

Zenith Advisory Group, LLC

The Villages, FL

Ocala, FL

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Current Employers
Zenith Advisory Group, Llc

1068 Lake Sumter Landing, The Villages, FL 32162 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-12-18
  • FL RA
    APPROVED
    Since 2023-12-18

Branch Locations

1068 Lake Sumter Landing, The Villages, FL 32162 • United States

1900 Se 18Th Ave, Ocala, FL 34471 • 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
Florida State Fire College Ocala FL 05/2014 12/2022
Northwestern Mutual Jacksonville FL 01/2023 06/2023
L2 Defense Jupiter FL 05/2014 12/2023
Zenith Advisory Group The Villages FL 07/2023 10/2023
Zenith Advisory Group, Llc The Villages FL 10/2023 Present
Marion County Fire Rescue Ocala FL 02/2008 12/2022
  • 05/2014 → 12/2022
    Florida State Fire College
    Ocala, FL
  • 01/2023 → 06/2023
    Northwestern Mutual
    Jacksonville, FL
  • 05/2014 → 12/2023
    L2 Defense
    Jupiter, FL
  • 07/2023 → 10/2023
    Zenith Advisory Group
    The Villages, FL
  • 10/2023 → Present
    Zenith Advisory Group, Llc
    The Villages, FL
  • 02/2008 → 12/2022
    Marion County Fire Rescue
    Ocala, FL
Other Businesses

Rental property that receives rental income through Air BnB Licensed Insurance Agent.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-17
  • S65 Uniform Investment Adviser Law Examination
    2023-10-17

View on SEC IAPD

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JENNIFER CAROL TAYLOR
BART ALAN PATTERSON
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DUSTIN SHAW

Other Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · THE VILLAGES, FL
STRATEGIC ADVISERS LLC · THE VILLAGES, FL
MORGAN STANLEY · The Villages, FL
AE WEALTH MANAGEMENT, LLC · The Villages, FL
AE WEALTH MANAGEMENT, LLC · The Villages, FL
CHARLES SCHWAB & CO., INC. · The Villages, FL
LPL FINANCIAL LLC · THE VILLAGES, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · THE VILLAGES, FL

More in The Villages, FL

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