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Zachary Thomas Whitlock

Truenorth Wealth

Salt Lake City, UT

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Current Employers
Truenorth Wealth

1935 Vine Street, Suite 120, Salt Lake City, UT 84121 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-08-25
  • UT RA
    APPROVED
    Since 2025-08-25

Branch Locations

1935 Vine Street, Suite 120, Salt Lake City, UT 84121 • 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
Truenorth Wealth Salt Lake City UT 09/2024 08/2025
Truenorth Wealth Salt Lake City UT 08/2025 Present
Goldman Sachs Albany NY 06/2024 08/2024
Utah Valley University Orem UT 05/2023 05/2024
Lgcy Power, Llc Lehi UT 09/2021 08/2023
Church Of Jesus Christ Of Latter Day Saints Knoxville TN 08/2019 08/2021
Bgz Brands Lehi UT 01/2017 07/2019
Unemployed Highland UT 08/2015 12/2016
  • 09/2024 → 08/2025
    Truenorth Wealth
    Salt Lake City, UT
  • 08/2025 → Present
    Truenorth Wealth
    Salt Lake City, UT
  • 06/2024 → 08/2024
    Goldman Sachs
    Albany, NY
  • 05/2023 → 05/2024
    Utah Valley University
    Orem, UT
  • 09/2021 → 08/2023
    Lgcy Power, Llc
    Lehi, UT
  • 08/2019 → 08/2021
    Church Of Jesus Christ Of Latter Day Saints
    Knoxville, TN
  • 01/2017 → 07/2019
    Bgz Brands
    Lehi, UT
  • 08/2015 → 12/2016
    Unemployed
    Highland, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-13
  • S65 Uniform Investment Adviser Law Examination
    2025-08-13
Other Names
  • Zac Whitlock

View on SEC IAPD

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LPL FINANCIAL LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

More in Salt Lake City, UT

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