Brett Michael Lozowski

6550 St. Augustine Road Suite 302, Jacksonville, FL 32217-2847 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-02-13
FL	RA	APPROVED	2023-05-31

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Jacksonville	FL	06/2019	03/2021
Izzo's Illegal Burrito	New Orleans	LA	12/2016	01/2017
Bank Of America	Jacksonville	FL	06/2018	08/2018
Tuscaloosa United Soccer Club	Tuscaloosa	AL	02/2019	04/2019
University Of Alabama	Tuscaloosa	AL	08/2015	05/2019
Truist Advisory Services, Inc.	Jacksonville	FL	03/2021	05/2023
Truist Advisory Services, Inc.	Jacksonville	FL	03/2021	05/2023
Life Planning Partners	Jacksonville	FL	05/2023	Present
Life Planning Partners	Jacksonville	FL	02/2024	Present

06/2019 → 03/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL
12/2016 → 01/2017

Izzo's Illegal Burrito

New Orleans, LA
06/2018 → 08/2018

Bank Of America

Jacksonville, FL
02/2019 → 04/2019

Tuscaloosa United Soccer Club

Tuscaloosa, AL
08/2015 → 05/2019

University Of Alabama

Tuscaloosa, AL
03/2021 → 05/2023

Truist Advisory Services, Inc.

Jacksonville, FL
03/2021 → 05/2023

Truist Advisory Services, Inc.

Jacksonville, FL
05/2023 → Present

Life Planning Partners

Jacksonville, FL
02/2024 → Present

Life Planning Partners

Jacksonville, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-03-11

Other Firms