Daniel Christopher Zebrowski

Current Employers

Employment History

• 05/2002 → Present
  Family Financial Advisors, Llc
  Fruitland Park, FL
• 06/2005 → Present
  Family Financial Planners, Llc
  Fruitland Park, FL
• 01/2017 → 10/2018
  Investment Advisors Corp.
  Fruitland Park, FL
• 07/2005 → 10/2018
  Broker Dealer Financial Services Corp.
  Fruitland Park, FL
• 10/2018 → Present
  Spc
  Ann Arbor, MI
• 10/2018 → Present
  Sigma Financial Corporation
  Ann Arbor, MI

Previous Registrations

• 2002-01-02 → 2019-05-20
  Family Financial Planners, Inc.
  Fruitland Park, FL
  Fruitland Park, FL
• 2017-02-10 → 2018-10-12
  Investment Advisors Corp
  Fruitland Park, FL

Other Businesses

1. FAMILY FINANCIAL PLANNERS, INC.; 406 S DIXIE AVE, FRUITLAND PARK, FL; PRESIDENT/OWNER - ADVISORY SERVICES OFFERED THROUGH SIGMA PLANNING CORPORATION, A REGISTERED INVESTMENT ADVISOR. FAMILY FINANCIAL PLANNERS, INC IS MY DBA AND USED FOR ACCOUNTING AND TAX PURPOSES; 75 HOURS PER MONTH SPENT ON THIS ACTIVITY/80% HOUR DURING TRADING HOURS. 2. FAMILY FINANCIAL ADVISORS INC.; 406 S DIXIE AVE, FRUITLAND PARK, FL; PRESIDENT - FINANCIAL ADVISOR; MARKETING FIXED PRODUCTS IN IMPLEMENTING FINANCIAL PLANS THAT CALL FOR SUCH PER ASSET MIX; 60 HOURS PER MONTH SPENT ON THIS ACTIVITY/80% DURING TRADING HOURS. Daniel C. Zebrowski, CPA, PFS Director and Registered Agent of Corporation Per SunBiz.Org. 3. FAMILY FINANCIAL ADVISORS/FAMILY FINANCIAL PLANNERS INC; 406 S DIXIE AVE, FRUITLAND PARK, FL; LEASING/RENT OFFICES/ADMIN SUPPORT, DANIEL C. ZEBROWSKI, CPA, PFS OWNER/LEASOR OF PROFESSIONAL RESOURCE CENTER REPRESENTED AS D&Y PROPERTY MANAGEMENT; 2-3 HOURS PER MONTH SPENT ON THIS ACTIVITY/0 DURING TRADING HOURS. 4. FAMILY FINANCIAL ACCOUNTING & TAX, INC - DANIEL C. ZEBROWSKI, CPA/PFS; 406 S DIXIE, FRUITLAND PARK, FL; CPA/PFS/PRESIDENT - CONSULTING, E.G., TAX PLANNING, TAX PREP, ESTATE & ASSET DISPOSITION ANALYSIS AND DEATH CLAIM PROCESSING; 30 HOURS PER MONTH SPENT ON THIS ACTIVITY/40% DURING TRADING HOURS. 5. FAMILY FINANCIAL ACCOUNTING AND TAX INC; 406 S DIXIE AVENUE, FRUITLAND PARK, FL; CORP; PRESIDENT; CPA,PFS; 30 HOURS SPENT ON THIS ACTIVITY/40% HOURS DURING TRADING HOURS. Daniel C. Zebrowski, CPA, PFS Director and Registered Agent of Corporation Per SunBiz.Org. 6. FAMILY FINANCIAL ADVISORS INC; 406 S DIXIE AVENUE, FRUITLAND PARK, FL; PRESIDENT/OWNER; CORP; 60 HOURS SPENT ON THIS ACTIVITY/ 80% DURING TRADING HOURS. Daniel C. Zebrowski, CPA, PFS Director and Registered Agent of Corporation Per SunBiz.Org. 7. D&Y INICIATIVA, LLC - ENTERPRISE ENTITY THAT CONSOLIDATES FOR TAX REPORTING PURPOSES FOUR DISREGARDED ENTITIES THAT ARE ALSO LLCs (FOR ASSET PROTECTION). D&Y INICIATIVA, LLC RENTS AND/OR LEASES OFFICE SPACE, APARTMENTS, SINGLE FAMILY RESIDENCES, PARKING GARAGES, AND LAND: D&Y'S REGISTERED ADDRESS IS 406 S DIXIE AVENUE, FRUITLAND PARK, FL 34731; THE LLCs ARE JOINTLY OWNED WITH SPOUSE; 2-3 HOURS SPENT ON THIS ACTIVITY MONTHLY / NONE DURING TRADING HOURS. 8. FAMILY FINANCIAL PLANNERS INC; 406 S DIXIE AVENUE, FRUITLAND PARK, FL; PRESIDENT/OWNER; INVESTMENT SECURITIES FINANCIAL PLANNING SERVICES; 75 HOURS SPENT ON THIS ACTIVITY/ 80% DURING TRADING HOURS. Daniel C. Zebrowski, CPA, PFS Director and Registered Agent of Corporation Per SunBiz.Org. 9. Enterprise 360 Advisory Group/Network, 406 S. Dixie Avenue, Fruitland Park, FL 34731. Producer Group: Advisor Marketing & Financial Planning Support, Business & Technology Management Support, and Accounting & Tax Systems Support. Owner/President. Approx. 5 hours per month with 1 hour per month during trading hours. 10. Notary Public, State of FL. Provide notary services on an as-needed basis. Start date: 6/30/23, less than 1 hr/mo.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-09-20
• S65 Uniform Investment Adviser Law Examination
  1999-09-07

Designations

Other Names

• Dan Zebrowski