Aaron Z. Mcbride

EXCHANGERIGHT SECURITIES

Pasadena, CA 91106

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CRD#: 5572368

Professional summary

Aaron Zane Mcbride, who also goes by Aaron Z Mcbride, is a registered financial professional currently at EXCHANGERIGHT SECURITIES, LLC located in Pasadena, California.

Aaron is registered as a RR (Registered Representative) and started their career in finance in 2008. Aaron has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Aaron Z Mcbride

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) - BD

Click below to view Aaron Zane Mcbride'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

May 6, 2025 - Present

EXCHANGERIGHT SECURITIES, LLC

Office #1: 1055 E. Colorado Blvd, Suite 3130, Pasadena, CA 91106

CRD#: 283430

Pasadena, CA

Past

October 11, 2023 - January 24, 2025

AUGUSTAR DISTRIBUTORS, INC.

CRD#: 41081

CINCINNATI, OH

Past

December 27, 2018 - November 22, 2022

ARES WEALTH MANAGEMENT SOLUTIONS, LLC

CRD#: 119546

DENVER, CO

Past

July 31, 2018 - December 13, 2018

THE LEADERS GROUP, INC.

CRD#: 37157

SUMMIT, NJ

Past

May 20, 2009 - June 8, 2018

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

CRD#: 40178

DENVER, CO

Past

August 22, 2008 - September 17, 2008

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

CRD#: 40178

DENVER, CO

State Registrations and Notice Filings

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

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

Alaska
(6/18/2025)

Arizona
(6/18/2025)

California
(5/6/2025)

Colorado
(5/6/2025)

Hawaii
(6/18/2025)

Idaho
(6/18/2025)

Montana
(6/18/2025)

Nevada
(6/18/2025)

New Mexico
(6/18/2025)

Oregon
(6/18/2025)

Texas
(6/18/2025)

Utah
(6/18/2025)

Washington
(6/18/2025)

Wyoming
(6/18/2025)

Exams

State Security Law Exam

Series 63

Date: 7/11/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/29/2018

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/21/2008

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 12/29/2016

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

EXCHANGERIGHT SECURITIES, LLC

CRD#: 283430 / SEC#: , 8-69753

Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

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Contact information

Main Address

1055 E. Colorado Blvd., Suite 310, Pasadena, CA 91106

Mailing Address

1055 E. Colorado Blvd., Suite 310, Pasadena, CA 91106

Phone number

(626) 564-1031

Established

California since 01/06/2016

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
EXCHANGERIGHT HOLDINGS, LLC	OWNER
DRYDEN, SUSANA KAY	CHIEF COMPLIANCE OFFICER, MANAGING MEMBER	5327906
THOMAS, WARREN JESSE MCEWIN	PRESIDENT, MANAGING MEMBER	2299254
THORNTON, STEVEN LEE	FINOP	4496384
UNGERECHT, JOSHUA PAUL	CEO, MANAGING MEMBER	5183573

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.

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Advisor Monitoring

Firm Stability Insights

Aaron Z. Mcbride

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Aaron Zane Mcbride's CRS (Customer Relationship Summary).

Certified licenses

Experience

AUGUSTAR DISTRIBUTORS, INC.

ARES WEALTH MANAGEMENT SOLUTIONS, LLC

THE LEADERS GROUP, INC.

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/11/2009

SIE

Date: 10/1/2018

Series 7

Date: 3/29/2018

Series 6

Date: 8/21/2008

Series 26

Date: 12/29/2016

FINRA

Current Firm

EXCHANGERIGHT SECURITIES, LLC

Contact information

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

EXCHANGERIGHT SECURITIES, LLC

TRUST BUT VERIFY

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