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Inactive

Zachery John Jaggi

Dale K. Ehrhart, Inc.

Venice, FL

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Current Employers
Dale K. Ehrhart, Inc.

100 W Venice Ave Suite G, Venice, FL 34285 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-06-21
  • FL RA
    APPROVED
    Since 2024-06-21

Branch Locations

100 W Venice Ave Suite G, Venice, FL 34285 • 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
Perkins Restaurant And Bakery Dubois PA 09/2013 04/2022
Truist Longboat Key FL 07/2022 01/2023
Unemployed Bradenton FL 01/2023 01/2024
Fifth Third Bradenton FL 01/2024 03/2024
Dale K. Ehrhart, Inc. Venice FL 05/2024 Present
Dale K. Ehrhart, Inc. Venice FL 06/2024 Present
  • 09/2013 → 04/2022
    Perkins Restaurant And Bakery
    Dubois, PA
  • 07/2022 → 01/2023
    Truist
    Longboat Key, FL
  • 01/2023 → 01/2024
    Unemployed
    Bradenton, FL
  • 01/2024 → 03/2024
    Fifth Third
    Bradenton, FL
  • 05/2024 → Present
    Dale K. Ehrhart, Inc.
    Venice, FL
  • 06/2024 → Present
    Dale K. Ehrhart, Inc.
    Venice, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-18
  • S65 Uniform Investment Adviser Law Examination
    2024-06-18

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP. · Venice, FL
PNC WEALTH MANAGEMENT LLC · VENICE, FL
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