Best Investors Account Sign in

Zachary Shibe Macfarland

Principal Advised Services

Charlotte, NC

Claim This Profile
Current Employers
Principal Advised Services

655 9Th Street, Des Moines, IA 50309 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-04-15
NC RA APPROVED 2025-04-15
  • IA RA
    APPROVED
    Since 2025-04-15
  • NC RA
    APPROVED
    Since 2025-04-15

Branch Locations

401 Mccullough Dr Ste 200, Charlotte, NC 28262 • 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 Financial Advisors Dba Tristate Financial Advisors Charlotte NC 11/2023 11/2024
Pitt Property Management Llp Greenville NC 05/2022 09/2022
East Carolina University Greenville NC 09/2020 05/2023
University Of Lynchburg Lynchburg VA 09/2018 03/2020
Uber Greenville NC 07/2021 10/2021
Student Managed Investment Fund (Smif) Lynchburg VA 03/2018 03/2020
Fins Restaurant Inc. Bethany Beach DE 05/2017 03/2018
Zogg's Raw Bar & Grill Rehoboth Beach DE 05/2019 09/2019
Dog Fish Brewery & Eats Rehoboth Beach DE 04/2018 08/2018
Segrue / Big Fish Grill Rehoboth Beach DE 03/2016 09/2016
Cape Henlopen High School Lewes DE 09/2014 06/2018
Unemployed N/A XX 09/2016 05/2017
Unemployment N/A XX 08/2018 05/2019
Unemployed N/A XX 05/2023 11/2023
Unemployed N/A XX 03/2020 09/2020
Associate Staffing Charlotte NC 01/2025 04/2025
Principal Securities, Inc. Charlotte NC 01/2025 Present
Burn Clt Charlotte NC 09/2024 01/2025
Principal Advised Services Charlotte NC 04/2025 Present
Principal Life Insurance Company Charlotte NC 04/2025 Present
Principal Bank Charlotte NC 06/2026 Present
  • 11/2023 → 11/2024
    Florida Financial Advisors Dba Tristate Financial Advisors
    Charlotte, NC
  • 05/2022 → 09/2022
    Pitt Property Management Llp
    Greenville, NC
  • 09/2020 → 05/2023
    East Carolina University
    Greenville, NC
  • 09/2018 → 03/2020
    University Of Lynchburg
    Lynchburg, VA
  • 07/2021 → 10/2021
    Uber
    Greenville, NC
  • 03/2018 → 03/2020
    Student Managed Investment Fund (Smif)
    Lynchburg, VA
  • 05/2017 → 03/2018
    Fins Restaurant Inc.
    Bethany Beach, DE
  • 05/2019 → 09/2019
    Zogg's Raw Bar & Grill
    Rehoboth Beach, DE
  • 04/2018 → 08/2018
    Dog Fish Brewery & Eats
    Rehoboth Beach, DE
  • 03/2016 → 09/2016
    Segrue / Big Fish Grill
    Rehoboth Beach, DE
  • 09/2014 → 06/2018
    Cape Henlopen High School
    Lewes, DE
  • 09/2016 → 05/2017
    Unemployed
    N/A, XX
  • 08/2018 → 05/2019
    Unemployment
    N/A, XX
  • 05/2023 → 11/2023
    Unemployed
    N/A, XX
  • 03/2020 → 09/2020
    Unemployed
    N/A, XX
  • 01/2025 → 04/2025
    Associate Staffing
    Charlotte, NC
  • 01/2025 → Present
    Principal Securities, Inc.
    Charlotte, NC
  • 09/2024 → 01/2025
    Burn Clt
    Charlotte, NC
  • 04/2025 → Present
    Charlotte, NC
  • 04/2025 → Present
    Principal Life Insurance Company
    Charlotte, NC
  • 06/2026 → Present
    Principal Bank
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-22
S65 Uniform Investment Adviser Law Examination 2023-10-25
  • S66 Uniform Combined State Law Examination
    2025-03-22
  • S65 Uniform Investment Adviser Law Examination
    2023-10-25

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor