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ZACHARY WILLIAM ROBINSON
CRD#: 6404583
IA
Investment Adviser
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Previous Broker
FINANCIAL SYNERGIESCRD#: 105643 4400 POST OAK PKWY
SUITE 200
HOUSTON, TX 77027
Registration History
20142015201620172018201920202021202220232024202520262 FIRMS2014 - 2017 (2 years)2 FIRMS2017 - 2019 (1 year)2 FIRMS2019 - 2020 (1 year)IAFINANCIAL SYNERGIES (CRD# 105643)2020 - Present (4 years)
License(s)

State Registrations

IA
Texas 7/28/2020

Current Registration(s)
IA
FINANCIAL SYNERGIES (CRD#:105643)
4400 POST OAK PKWY SUITE 200, HOUSTON, TX 77027
Registered with this firm since 7/28/2020

Previous Registration(s)
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IA
02/20/2019 - 07/10/2020 CHARLES SCHWAB & CO., INC. (CRD#:5393) Westlake, TX
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02/20/2019 - 07/10/2020 CHARLES SCHWAB & CO., INC. (CRD#:5393) Westlake, TX
IA
09/14/2017 - 01/29/2019 CAPITAL ONE ADVISORS, LLC (CRD#:136865) Plano, TX
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09/14/2017 - 01/29/2019 CAPITAL ONE INVESTING, LLC (CRD#:45744) Plano, TX
IA
12/17/2014 - 09/13/2017 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) FORT WORTH, TX
B
11/17/2014 - 09/13/2017 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) FORT WORTH, TX
For additional information about investment advisers or broker-dealers, please visit
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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.