ZC
Zowe D. Clark
TFO WEALTH PARTNERS
Maumee, OH 43537
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CRD#: 7532996
ZC
Professional summary
Zowe Donya Clark, who also goes by Zowe Donya Hamizadeh, is a registered financial advisor currently at TFO WEALTH PARTNERS located in Maumee, Ohio.
Zowe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Zowe has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Zowe Donya Hamizadeh
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.
Arizona State University; not investment-related; 1465 N Scottsdale Road, Scottsdale, AZ 85257, education; Instructional Specialist - PRN; started 04/2023; approximately 60-80 hours per month, none during securities trading hours; assist in the management of course facilitation and implementation for the university.
CRS (Client Relationship Summary) - RIA
Click below to view Zowe Donya Clark's 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®
NoneExperience
Current
May 19, 2022 - Present
TFO WEALTH PARTNERS
Office #1: 1440 Arrowhead Drive, Maumee, OH 43537RIA
CRD#: 124407
Maumee, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TW
TFO WEALTH PARTNERS
HUSCH FAMILY OFFICE, LLC | WVC WEALTH ADVISORS | TFO-TDC, LLC | TFO WEALTH PARTNERS, LLC | TFO WEALTH PARTNERS | TFO PHOENIX, LLC | TFO PHOENIX | TFO | TDC VIRGINIA | TDC ST. LOUIS, LLC | TDC ST. LOUIS | TDC INVESTMENT ADVISORY | TDC DENVER | TDC CALIFORNIA | SYNERGY WEALTH PARTNERS | SYNERGY INVESTMENT MANAGEMENT | RFG INVESTMENT ADVISORY
CRD#: 124407 / SEC#: 801-62074
RIA
Registered Investment Advisory firm - (5/28/2003 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Ohio(5/19/2022)
Current Firm
TW
TFO WEALTH PARTNERS
HUSCH FAMILY OFFICE, LLC | WVC WEALTH ADVISORS | TFO-TDC, LLC | TFO WEALTH PARTNERS, LLC | TFO WEALTH PARTNERS | TFO PHOENIX, LLC | TFO PHOENIX | TFO | TDC VIRGINIA | TDC ST. LOUIS, LLC | TDC ST. LOUIS | TDC INVESTMENT ADVISORY | TDC DENVER | TDC CALIFORNIA | SYNERGY WEALTH PARTNERS | SYNERGY INVESTMENT MANAGEMENT | RFG INVESTMENT ADVISORY
CRD#: 124407 / SEC#: 801-62074
RIA
Registered Investment Advisory firm - (5/28/2003 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1440 Arrowhead Drive, Maumee, OH 43537
Mailing Address
Phone number
(419) 891-9999
Established
Firm type
Fiscal year end
# of Employees
67
SEC notice filing (28 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,141 |
| AUM (Assets Under Management) | $ 4,852,786,561 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/14/2024 | ||
| 09/21/2023 | ||
| 02/27/2023 |
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.
