David Robert Zoellner

Current Employers

Z Advisory Innovations

7655 Highland Rd Suite 203, Waterford, MI 48327 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2024-08-19

MI RA
APPROVED

Since 2024-08-19

Branch Locations

7655 Highland Rd Suite 203, Waterford, MI 48327 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Newbridge Securities Corp.	Waterford	MI	10/2015	08/2024
Z Advisory Innovations	Waterford	MI	08/2024	Present

10/2015 → 08/2024

Newbridge Securities Corp.

Waterford, MI
08/2024 → Present

Z Advisory Innovations

Waterford, MI

Previous Registrations

2015-11-02 → 2024-08-02

Nfsg Corporation

Waterford, MI

Boca Raton, FL
2010-08-11 → 2015-10-22

J P Turner & Company Capital Management, Llc

Waterford, MI
2010-01-12 → 2010-05-12

Robert W. Baird & Co. Incorporated

Birmingham, MI

Birmingham, MI

Other Businesses

INSURANCE LICENSED

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1994-05-18
S63	Uniform Securities Agent State Law Examination	1990-10-04

S65 Uniform Investment Adviser Law Examination

1994-05-18
S63 Uniform Securities Agent State Law Examination

1990-10-04

Other Names

David Robert Zoellner

View on SEC IAPD