Alex Thomas Zwolak

Current Employers

Employment History

• 03/2015 → Present
  Valic Financial Advisors
  Tampa, FL
• 11/2023 → Present
  Osaic Wealth, Inc.
  Odessa, FL

Previous Registrations

• 2021-01-06 → 2023-11-03
  Fsc Securities Corporation
  Odessa, FL
• 2015-08-21 → 2021-02-02
  Valic Financial Advisors, Inc.
  Tampa, FL
  Boca Raton, FL

Other Businesses

1. OGBORN ACCOUNTING, LLC POSITION: Tax Preparer NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/16/2021 ADDRESS: 17815 Gunn Highway, Suite 4, Odessa FL 33556, United States DESCRIPTION: Prepare and file tax returns for clients 2. ALEX ZWOLAK-INSURANCE POSITION: insurance agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2021 ADDRESS: 17815 Gunn Highway, Suite 4, Odessa FL 33556, United States DESCRIPTION: In reviewing client's financial plans we asses their insurance need and help resolve the need if there is one. 3. KEYSTONE FINANCIAL GROUP POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/06/2023 ADDRESS: 17815 Gunn Highway, Suite 4, Odessa FL 33556, United States DESCRIPTION: This a DBA name for the Financial Advising practice under Osaic Wealth, Inc.

Exams

• S66 Uniform Combined State Law Examination
  2015-06-11

Other Names

• Alex Thomas Zwolak