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DZ

Dominic J. Zamora

RCX CAPITAL GROUP
BOONE, NC
Some features on this profile are disabled
CRD#: 4662318
DZ

Professional summary


Dominic John Zamora is a registered financial professional currently at RCX CAPITAL GROUP, LLC located in Boone, North Carolina.

Dominic is registered as a RR (Registered Representative) and started their career in finance in 2004. Dominic has worked at 7 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6 and Series 24 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.
PRINCIPAL OF CLIFTONLARSONALLEN LLP.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Dominic John Zamora's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

August 1, 2024 - Present

RCX CAPITAL GROUP, LLC

BD
CRD#: 114290
BOONE, NC
Past

July 17, 2013 - December 31, 2023

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

BD
CRD#: 38357
PHOENIX, AZ
Past

December 9, 2010 - June 13, 2012

VALMARK SECURITIES, INC.

BD
CRD#: 31243
SPOKANE, WA
Past

December 3, 2010 - December 31, 2023

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

RIA
CRD#: 38357
PHOENIX, AZ
Past

August 2, 2006 - December 20, 2010

PROSPERA BROKERAGE SOLUTIONS LLC

BD
CRD#: 140017
SPOKANE, WA
Past

September 28, 2005 - December 6, 2010

SECURITIES AMERICA, INC.

BD
CRD#: 10205
SPOKANE, WA
Past

August 22, 2005 - October 10, 2005

CAP PRO BROKERAGE SERVICES, INC.

BD
CRD#: 103953
COLUMBUS, OH
Past

April 14, 2004 - December 21, 2010

PROSPERA INVESTMENT ADVISORS, LLC

RIA
CRD#: 117449
SPOKANE, WA

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(8/7/2024)
RR
Nevada
(8/1/2024)
RR
Oregon
(8/1/2024)
RR
Texas
(8/1/2024)
RR
Washington
(8/2/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 8/19/2005
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


RC
RCX CAPITAL GROUP, LLC
RCX CAPITAL GROUP, LLC | SILVER POSTAL CAPITAL LLC | SILVER PORTAL CAPITAL LLC

CRD#: 114290 / SEC#: , 8-53416

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
2002 Timberloch Place Suite 200, The Woodlands, TX 77380
Mailing Address
2002 Timberloch Place Suite 200, The Woodlands, TX 77380
Phone number
(858) 923-8484
Established
California since 09/27/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
RCX CAPITAL GROUP HOLDINGS, LLCMEMBER
GUINCHARD, APRIL DIANECORPORATE SECRETARY/REGISTERED PRINCIPAL1729146
GUINCHARD, JEAN-LOUISPRESIDENT/SENIOR MANAGING PRINCIPAL/EXECUTIVE REP/CCO/TRUSTEE1983431
JOHNSON, KRISTY KAYCFO/FINOP4470948

Disclosures


Regulatory Event1

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


RCX CAPITAL GROUP, LLC

CRD#: 114290Boone, NC

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