# Richard Kevin Zachary

Richard Kevin Zachary is an investment adviser representative (IAR) with state registration records since 2005, appearing at 7 firms. Currently registered with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | 2024-10-15 | present | Yes |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2023-04-25 | 2024-09-10 | — |
| [HARRISDIRECT LLC](https://search.stillhousedata.com/firm/42159) | 2022-07-19 | 2023-02-07 | — |
| [NATIONWIDE INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/142373) | 2019-04-18 | 2021-07-01 | — |
| [CONCOURSE FINANCIAL GROUP SECURITIES, INC.](https://search.stillhousedata.com/firm/15708) | 2018-10-10 | 2019-04-29 | — |
| [CUNA BROKERAGE SERVICES, INC.](https://search.stillhousedata.com/firm/13941) | 2018-06-28 | 2018-09-14 | — |
| [AMUNDI ASSET MANAGEMENT US, INC.](https://search.stillhousedata.com/firm/107719) | 2005-08-19 | 2005-11-30 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4039622)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4039622.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
