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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-21 |
| TX | RA | APPROVED | 2025-08-21 |
Branch Locations
2355 Crenshaw Blvd. Suite 165, Torrance, CA 90501 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, Na | Long Beach | CA | 09/2009 | 06/2017 |
| Wells Fargo Advisors Financial Network, Llc | Torrance | CA | 06/2017 | 08/2025 |
| &Partners | Nashville | TN | 08/2025 | Present |
ZAMBRISKI-POLSON WEALTH ADVISORS; INVESTMENT RELATED; TORRANCE,CA; 33.3% OWNERSHIP; START DATE 03/15/2020; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; CO-OWNER OF FINET PRACTICE. ZAMBRISKI-POLSON WEALTH ADVISORS 401K; INVESTMENT RELATED; TORRANCE,CA; TRUSTEE; START DATE 03/15/2020; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; FINET PRACTICE. POWER OF ATTORNEY FOR MOTHER; INV. RELATED; BAKERSFIELD, CA; START DATE 11/21/2021; 0 HRS PER MONTH. TRUSTEE FOR MOTHER'S TRUST; INV. RELATED; BAKERSFIELD, CA; START DATE 11/21/2021; 0 HRS PER MONTH. SOUTH COAST BOTANIC GARDEN BOARD, INVT RELATED, PALOS VERDES, CA, INVT COMMITTEE. START DATE 1/1/2022, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS AND PROVIDE INPUT ON ENDOWMENT FUND INVESTMENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-12 |
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