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MZ

Michael J. Zito

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CRD#: 2567300
MZ

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Joseph Zito was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1995. Michael had worked at 9 firms and has passed the Series 63, SIE, Series 7 and Series 52 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 29, 2016 - January 6, 2017

IMPACTIVE ADVISORS LLC

BD
CRD#: 208514
NASHVILLE, TN
Past

February 13, 2013 - April 17, 2014

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
NASHVILLE, TN
Past

July 29, 2011 - February 13, 2013

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
NASHVILLE, TN
Past

August 3, 2009 - August 2, 2011

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
NASHVILLE, TN
Past

February 7, 2007 - April 28, 2009

LPL FINANCIAL LLC

BD
CRD#: 6413
NASHVILLE, TN
Past

November 15, 2004 - February 13, 2007

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
NASHVILLE, TN
Past

April 29, 2002 - November 23, 2004

RYAN BECK & CO.

BD
CRD#: 3248
FLORHAM PARK, NJ
Past

September 23, 1999 - May 13, 2002

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

January 15, 1997 - September 8, 1999

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

June 14, 1995 - January 23, 1997

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/21/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


IA
IMPACTIVE ADVISORS LLC
3BL SECURITIES LLC | IMPACTIVE SECURITIES, LLC | IMPACTIVE ADVISORS LLC

CRD#: 208514 / SEC#: 801-107380, 8-69617

BD
Terminated by SEC on 06/02/2017
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Contact information


Main Address
810 Dominican Drive 3rd Floor, Nashville, TN, 37228
Mailing Address
Phone number
Established
Tennessee since 03/06/2015
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

IMPACTIVE ADVISORS, ADV PART 2A (2/29/2016)

Direct owners and executive officers


NamePositionCRD#
IMPACTIVE HOLDINGS, LLCOWNER/MEMBER
BENDER, STEVEN CHRISTOPHERFINOP/CFO2650187
MADSEN, KENNETH ANTHONYCCO1126819
MCLAUGHLIN, MICHAEL JOHNCOO1729650
VITALE, JOHN BENJAMIN JRGSP2174323
ZELESNICK, CHRISTOPHER MICHAELCEO/ROSFP/MUNICIPALS PRINCIPAL1257500

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


IMPACTIVE ADVISORS LLC

CRD#: 208514

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