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ZG

Zachary C. Gerrells

PEAK BROKERAGE SERVICES
Jupiter, FL 33477
Some features on this profile are disabled
CRD#: 7490144
ZG

Professional summary

Zachary Chapman Gerrells is a registered financial professional currently at PEAK BROKERAGE SERVICES, LLC located in Jupiter, Florida.

Zachary is registered as a RR (Registered Representative) and started their career in finance in 2023. Zachary has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

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 Zachary Chapman Gerrells'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

January 20, 2026 - Present

PEAK BROKERAGE SERVICES, LLC

Office #1: 1070 East Indiantown Road Suite 208-210, Jupiter, FL 33477
BD
CRD#: 157045
Jupiter, FL
Past

January 6, 2026 - January 21, 2026

DEMPSEY LORD SMITH, LLC

RIA
CRD#: 141238
ROME, GA
Past

November 25, 2025 - January 27, 2026

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Dawsonville, GA
Past

November 21, 2025 - January 27, 2026

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
DAWSONVILLE, GA
Past

February 27, 2023 - December 31, 2025

DEMPSEY LORD SMITH, LLC

RIA
CRD#: 141238
DAWSONVILLE, GA
Past

January 1, 2023 - November 21, 2025

DEMPSEY LORD SMITH, LLC

BD
CRD#: 141238
DAWSONVILLE, GA

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
Georgia
(1/20/2026)
RR
New Jersey
(1/20/2026)
RR
Pennsylvania
(1/20/2026)
RR
Tennessee
(1/20/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/21/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/29/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/8/2022
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

PB
PEAK BROKERAGE SERVICES, LLC
BLACKRIDGE ASSET MANAGEMENT, LLC | TOP ADVISORS GROUP | PEAK BROKERAGE SERVICES, LLC

CRD#: 157045 / SEC#: , 8-68829

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

Main Address
1070 East Indiantown Road Suite 208 - 210, Jupiter, FL 33477-9999
Mailing Address
1070 East Indiantown Road Suite 208 - 210, Jupiter, FL 33477-9999
Phone number
(561) 641-5050
Established
Georgia since 02/16/2011
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#
PEAK REPS, LLCOWNER
COKER, KARENCHIEF RISK OFFICER2731928
MUELLER, CHRISTOPHER BRIANCHIEF OPERATIONS OFFICER2098597
PHILLIPS, DAVID LEVERTCHIEF INFORMATION SECURITY OFFICER2054858
REYNOLDS, MATTHEW MARKPRESIDENT/FINOP4077413
RUDNICK, REGINA MARYPRESIDENT/HEAD OF ADVISOR SERVICES2373530
TAYLOR, CHRISTIAN GABRIELCHIEF COMPLIANCE OFFICER5462381

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

PEAK BROKERAGE SERVICES, LLC

CRD#: 157045Jupiter, FL 33477

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