Davor Poljak

Current Employers

Employment History

• 06/2009 → 04/2021
  Morgan Stanley Smith Barney
  Shreveport, LA
• 01/2015 → 04/2021
  Morgan Stanley Private Bank, National Association
  New York, NY
• 04/2021 → 05/2022
  Raymond James Financial Services, Inc.
  Shreveport, LA
• 04/2021 → Present
  Steward Partners Investment Advisory, Llc
  Shreveport, LA
• 04/2021 → Present
  Steward Partners Global Advisory, Llc
  Shreveport, LA
• 01/2015 → 04/2021
  Morgan Stanley Private Bank, N.A
  New York, NY
• 05/2022 → Present
  Steward Partners Investment Solutions, Llc
  Shreveport, LA

Previous Registrations

• 2009-06-01 → 2021-05-10
  Morgan Stanley
  Shreveport, LA
• 2009-03-27 → 2009-06-01
  Morgan Stanley & Co. Llc
  Shreveport, LA
• 2008-09-12 → 2009-03-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Shreveport, LA
  Baton Rouge, LA

Other Businesses

1) Steward Partners Global Advisory, LLC. - Investment related: Yes. Address: Shreveport, LA. Nature of business: Non-variable insurance and annuities. Position: Agent. Start date: 04/2021. Hours per month devoted to this business: 5. Hours per month devoted to this business during trading hours: 5. Description of Duties: Install insurance products listed. 2) Steward Partners Investment Advisory LLC Address: Shreveport, LA Nature of the Business: Independent RIA Position/Title: Investment Adviser Investment Related: Yes Start Date: 04/16/2021 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Investment Advisor Representative 3) Poljak Group Wealth Management. Address: Shreveport, LA Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related: No Start Date: 04/16/2021 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Wealth Advisor.

Exams

• S66 Uniform Combined State Law Examination
  2008-09-04