John C Polovick

Current Employers

Employment History

• 08/2015 → 07/2018
  Fidelity Brokerage Services Llc
  Palm Desert, CA
• 07/2018 → 07/2020
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 08/2020 → 11/2022
  Lpl Financial, Llc
  Rancho Mirage, CA
• 08/2020 → 11/2022
  Strategic Wealth Advisors Group
  Rancho Mirage, CA
• 11/2022 → Present
  Keystone Wealth Services Dba Keystone Private Wealth
  Palm Desert, CA
• 12/2022 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2020-08-03 → 2022-11-04
  Mariner Advisor Network
  Rancho Mirage, CA
• 2018-07-13 → 2020-08-05
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2015-08-28 → 2018-07-13
  Strategic Advisers Llc
  Palm Desert, CA
• 2014-07-28 → 2015-08-25
  J.P. Morgan Securities Llc
  Palm Desert, CA
  La Quinta, CA
  Indio, CA
  Indio, CA

Other Businesses

1) 1.Keystone Wealth Services, LLC d/b/a Keystone Private Wealth 2. Investment related - Yes 3. 73575 El Paseo Ste 2300 Palm Desert, CA 92260 4. RIA 5. Senior Financial Advisor 6. 11/2022 7. 160 8. 150 9. Service clients through financial services such as financial planning and advisory account services 10. Advisory fees 2) 1. Rental Property 2. Investment related - No 3. 80592 Denton Dr Indio CA 92203 4. Real Estate Rental / Commerical / Property / Mgmt Srvcs 5. Owner 6. 05/2017 7. 2 8. 0 9. Maintain tenant 10. Rental Income 3) HOA Invest LLC; Investment Related; 1717 S. 450 W Logan Utah 84321; Financial Advisor; 10/2023; 40 hrs/mo; 3 hrs during non-trading; This will be an RIA registered with the SEC, asset management for a fee. We will work with HOAs to manage reserve accounts.. I will be an investment Advisor, dully registered, with Keystone Private Wealth and HOA Invest. I will manage investments for home owner and various property associations.

Exams

• S66 Uniform Combined State Law Examination
  2014-07-25
• S63 Uniform Securities Agent State Law Examination
  2010-03-05