Steven Louis Polaski

Current Employers

Employment History

• 12/2003 → 09/2019
  Summit Brokerage Services, Inc.
  Walnut Creek, CA
• 12/2003 → 05/2021
  Summit Financial Grp Inc
  Pleasant Hill, CA
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 05/2020 → 05/2023
  Livermore High School
  Livermore, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2004-01-12 → 2021-05-20
  Summit Financial Group Inc
  Pleasant Hill, CA
• 2003-10-28 → 2003-12-18
  Wells Fargo Advisors Financial Network, Llc
  Walnut Creek, CA

Other Businesses

1) STEVEN POLASKI; INVESTMENT RELATED; SAME ADDRESS AS REGISTERED OFFICE; DBA/ LIFE INSURANCE; INSURANCE AGENT; 01/01/2018; APPX 5 HOURS/MONTH; APPX 5 HOURS/MONTH DURING TRADING; I AM LICENSED INSRUANCE AGENT AND OCCASIONALLY PLACE POLICIIES THROUGH COMPANIES APPROVED BY SBS. 2) NAME OF OTHER BUSINESS: EXECUTOR FOR FRIEND; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXECUTOR FOR FRIEND; START DATE: 3/2026; POSITION/TITLE/RELATIONSHIP: EXECUTOR; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: EXECUTOR FOR FRIEND;

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-06-23
• S65 Uniform Investment Adviser Law Examination
  2000-01-06

Designations