ZB
Zachary Blake Gray
CRD 5278372
Firms
| Firm | Role | As of |
|---|---|---|
| Rooted Wealth Advisors, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Rooted Wealth Advisors, Inc.
Founder And Ceo · 75% or more · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗