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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
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
2355 Crenshaw Blvd. Suite 165, Torrance, CA 90501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | El Segundo | CA | 09/2009 | 06/2017 |
| Wells Fargo Advisors Financial Network, Llc | Torrance | CA | 06/2017 | 08/2025 |
| &Partners | Nashville | TN | 08/2025 | Present |
ZP GROUP LLC; INV. RELATED; TORRANCE, CA; 65.9% OWNERSHIP; 12/1/2018; 1 HR PER MONTH; 0 HRS DURING TRADING, FINET PRACTICE.| ZAMBRISKI-POLSON WEALTH ADVISORS 401K; INV. RELATED; TORRANCE, CA; TRUSTEE; 1/2018; 5 HRS PER MONTH; 0 HRS DURING TRADING.| ZAMBRISKI-POLSON WEALTH ADVISORS PSP; INV. RELATED; TORRANCE, CA; TRUSTEE; 1/2018; 5 HRS PER MONTH; 0 HRS DURING TRADING.| RENTAL PROPERTY, INV RELATED, ST. PETERSBURG, FL, 100% OWNERSHIP, START 6/1/2021, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, LANDLORD.| PAUL A BREEN PROPERTY TRUST; INV RELATED; TORRANCE, CA; TRUST; SUCCESSOR TRUSTEE; START DATE 09/01/2041; 5 HOURS PER MONTH; 0 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-30 |
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