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ZACHARY W OLEINIK
ZACHARY WHITMAN OLEINIK, ZACK OLEINIK, ZACKO OLEINIK
CRD#: 6187126
IA
Investment Adviser
B
Broker
NAVY FEDERAL INVESTMENT SERVICES, LLCCRD#: 138459 8660 RIO SAN DIEGO DR
SAN DIEGO, CA 92108
Registration History
201320142015201620172018201920202021202220232024202520262 FIRMS2014 - 2015 (1 year)IANAVY FEDERAL INVESTMENT SERVIC... (CRD# 138459)2017 - Present (8 years)BNAVY FEDERAL INVESTMENT SERVIC... (CRD# 138459)2016 - Present (8 years)BAXA ADVISORS, LLC (CRD# 6627)2013 - 2014 (<1 year)IANAVY FEDERAL ASSET MANAGEMENT, LLC (CRD# 144244)2016 - 2017 (<1 year)IAAXA ADVISORS, LLC (CRD# 6627)2014 - 2014 (<1 year)
License(s)

State Registrations

B
California 3/3/2016

B
Michigan 1/24/2018

IA
California 1/4/2017

B
New York 10/24/2017

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
NAVY FEDERAL INVESTMENT SERVICES, LLC (CRD#:138459)
8660 RIO SAN DIEGO DR, SAN DIEGO, CA 92108
San Diego, CA
Registered with this firm since 1/4/2017

B
NAVY FEDERAL INVESTMENT SERVICES, LLC (CRD#:138459)
8660 RIO SAN DIEGO DR, SAN DIEGO, CA 92108
San Diego, CA
Registered with this firm since 3/3/2016

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
03/03/2016 - 01/04/2017 NAVY FEDERAL ASSET MANAGEMENT, LLC (CRD#:144244) San Diego, CA
IA
05/29/2014 - 12/22/2015 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) RANCHO SANTA FE, CA
B
05/29/2014 - 12/22/2015 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) RANCHO SANTA FE, CA
IA
02/04/2014 - 05/08/2014 AXA ADVISORS, LLC (CRD#:6627) SAN DIEGO, CA
B
11/08/2013 - 05/08/2014 AXA ADVISORS, LLC (CRD#:6627) SAN DIEGO, CA
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.