Megan Polizzi

Current Employers

Employment History

• 01/2016 → 07/2017
  Uemployed
  San Diego, CA
• 08/2017 → 12/2017
  Independent Financial Group, Llc
  San Diego, CA
• 06/2019 → 06/2021
  Loma Portal Elementary
  San Diego, CA
• 08/2021 → 08/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 08/2025 → Present
  Avantax Investment Services Inc
  Dallas, TX
• 08/2025 → Present
  Cetera Advisors Llc
  Greenwood Village, CO
• 08/2025 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 08/2025 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 08/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2016 → 08/2021
  Stay At Home Parent
  San Diego, CA

Previous Registrations

• 2025-05-01 → 2025-08-01
  Western International Securities, Inc.
  San Diego, CA
  Pasadena, CA
• 2025-05-27 → 2025-08-01
  Cuso Financial Services, L.P.
  San Diego, CA
• 2017-09-18 → 2017-12-31
  Independent Financial Group, Llc
  San Diego, CA
• 2007-06-05 → 2016-01-25
  Lpl Financial Llc
  San Diego, CA
  San Diego, CA

Other Businesses

1. NAME OF OTHER BUSINESS: GIRL SCOUTS OF AMERICA INVESTMENT RELATED: NO ADDRESS: 1231 UPAS ST SAN DIEGO, CA 92103 NATURE OF BUSINESS: CLUB START DATE: 2016 POSITION/TITLE/RELATIONSHIP: TROOP LEADER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: TROOP LEADER 2. NAME OF OTHER BUSINESS: MADCAPS INVESTMENT RELATED: NO ADDRESS: PO BOX 6582 SAN DIEGO, CA 92166 NATURE OF BUSINESS: CHARITY LEAGUE START DATE: 2024 POSITION/TITLE/RELATIONSHIP: AUDITOR APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: AUDITOR

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-22
• S66 Uniform Combined State Law Examination
  2025-04-25

Other Names

• Megan Elaine Polizzi