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Zachary Taylor Guntz

Wells Fargo Clearing Services, LLC

Raleigh, NC

Raleigh, NC

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Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-10-04
  • NC RA
    APPROVED
    Since 2024-10-04

Branch Locations

8901 Six Forks Rd, Raleigh, NC 27615 • United States

3105 Glenwood Ave Stes 201 & 302, Raleigh, NC 27612 • 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
Wells Fargo Clearing Services, Llc Raleigh NC 04/2024 Present
Wells Fargo Bank, Na Raleigh NC 08/2022 Present
Landis Supermarket Schwenksville PA 07/2015 12/2018
Panera Bread Audubon PA 04/2018 08/2018
Servpro Spring City PA 05/2019 08/2021
Houghton University Houghton NY 08/2018 05/2022
Dock Mennonite Academy Lansdale NC 08/2013 05/2017
  • 04/2024 → Present
    Wells Fargo Clearing Services, Llc
    Raleigh, NC
  • 08/2022 → Present
    Wells Fargo Bank, Na
    Raleigh, NC
  • 07/2015 → 12/2018
    Landis Supermarket
    Schwenksville, PA
  • 04/2018 → 08/2018
    Panera Bread
    Audubon, PA
  • 05/2019 → 08/2021
    Servpro
    Spring City, PA
  • 08/2018 → 05/2022
    Houghton University
    Houghton, NY
  • 08/2013 → 05/2017
    Dock Mennonite Academy
    Lansdale, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-04
S63 Uniform Securities Agent State Law Examination 2024-08-12
  • S65 Uniform Investment Adviser Law Examination
    2024-10-04
  • S63 Uniform Securities Agent State Law Examination
    2024-08-12
Other Names
  • Zach Taylor Guntz
  • Zachary Guntz

View on SEC IAPD

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SCHRUM PRIVATE WEALTH MANAGEMENT, LLC

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CALEB ROBERT GRIFFITH
William Dean Cotton
Earl Scott Butcher
DAVID JEFFREY HERMAN
JAY DAVID MCKINNEY
BRANDON ALAN WALLS

Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
EDWARD JONES · RALEIGH, NC

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