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Zachary Matthew Franks

Osaic Institutions, Inc.

Winchester, VA

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Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-03-19
  • VA RA
    APPROVED
    Since 2026-03-19

Branch Locations

202 N Loudoun St, Winchester, VA 22601 • 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
Element Risk Wealth Advisors Llc Dba Element Wealth Advisors Hanover PA 05/2024 11/2024
Full Time Student Shepherdstown WV 08/2011 05/2023
Element Risk Management Llc Hanover PA 11/2023 11/2024
Banker's Life Insurance Llc Winchester VA 08/2023 09/2023
Teksystems Winchester VA 11/2024 10/2025
Bank Of Clarke Winchester VA 03/2026 Present
Green Monstah Firearms Martinsburg VA 05/2022 08/2023
Osaic Institutions, Inc. Meriden CT 03/2026 Present
Unemployed Yellow Spring WV 09/2023 11/2023
Teksystems Winchester VA 10/2025 03/2026
  • 05/2024 → 11/2024
    Element Risk Wealth Advisors Llc Dba Element Wealth Advisors
    Hanover, PA
  • 08/2011 → 05/2023
    Full Time Student
    Shepherdstown, WV
  • 11/2023 → 11/2024
    Element Risk Management Llc
    Hanover, PA
  • 08/2023 → 09/2023
    Banker's Life Insurance Llc
    Winchester, VA
  • 11/2024 → 10/2025
    Teksystems
    Winchester, VA
  • 03/2026 → Present
    Bank Of Clarke
    Winchester, VA
  • 05/2022 → 08/2023
    Green Monstah Firearms
    Martinsburg, VA
  • 03/2026 → Present
    Meriden, CT
  • 09/2023 → 11/2023
    Unemployed
    Yellow Spring, WV
  • 10/2025 → 03/2026
    Teksystems
    Winchester, VA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-04-18
S65 Uniform Investment Adviser Law Examination 2024-04-26
  • S63 Uniform Securities Agent State Law Examination
    2026-04-18
  • S65 Uniform Investment Adviser Law Examination
    2024-04-26

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