# JOSEPH ZACHARY

JOSEPH ZACHARY is an investment adviser representative (IAR) with state registration records since 2005, appearing at 3 firms. Currently registered with UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER](https://search.stillhousedata.com/firm/20804) | 2011-04-07 | present | Yes |
| [NEW ENGLAND SECURITIES](https://search.stillhousedata.com/firm/615) | 2008-03-31 | 2010-10-28 | — |
| [TREND TRADER, LLC](https://search.stillhousedata.com/firm/43635) | 2005-08-31 | 2006-09-30 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4348665)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4348665.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.