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JZ

Joshua M. Zalusky

THE CHAMPION GROUP
Shavano Park, TX 78249
Some features on this profile are disabled
CRD#: 5635857
JZ

Professional summary

Joshua M Zalusky is a registered financial professional currently at THE CHAMPION GROUP, INC. located in Shavano Park, Texas.

Joshua is registered as a RR (Registered Representative) and started their career in finance in 2009. Joshua has worked at 2 firms and has passed the Series 63, Series 22TO, SIE and Series 6 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) - BD

Click below to view Joshua M Zalusky'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

July 1, 2024 - Present

THE CHAMPION GROUP, INC.

Office #1: 4416 Lockhill Selma Rd, Shavano Park, TX 78249
BD
CRD#: 23418
Shavano Park, TX
Past

May 1, 2009 - September 10, 2012

NYLIFE SECURITIES LLC

BD
CRD#: 5167
HOUSTON, TX

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
California
(7/5/2024)
RR
Illinois
(9/5/2024)
RR
Kansas
(7/3/2024)
RR
Minnesota
(7/10/2024)
RR
Missouri
(9/25/2025)
RR
South Dakota
(7/10/2024)
RR
Texas
(7/8/2024)
RR
Washington
(7/8/2024)
RR
Wisconsin
(4/28/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 5/31/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 22TO
Date: 6/29/2024
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/6/2024
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 4/30/2009
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

TC
THE CHAMPION GROUP, INC.
THE CHAMPION GROUP, INC.

CRD#: 23418 / SEC#: , 8-40417

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

Main Address
4416 Lockhill Selma Rd, Shavano Park, TX 78249
Mailing Address
4416 Lockhill Selma Rd, Shavano Park, TX 78249
Phone number
(210) 490-1482
Established
Delaware since 11/11/1988
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (46 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#
GARTLEY, CLYDE DAVIDPRESIDENT/DIRECTOR/CCO1891907
GARTLEY, HARVEY EDWARDDIRECTOR/CFO/PFO/POO1920729

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

THE CHAMPION GROUP, INC.

CRD#: 23418Shavano Park, TX 78249

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