Mark Thomas Zielinski

Current Employers

Employment History

• 05/2009 → 12/2016
  Wells Fargo Advisors Llc
  Irvine, CA
• 12/2016 → 06/2017
  Unemployed
  Newport Beach, CA
• 12/2018 → 05/2019
  Sandlapper Securities, Llc
  Greenville, SC
• 12/2018 → 05/2019
  Sandlapper Wealth Management, Llc
  Greenville, SC
• 07/2019 → 06/2022
  Balboa Wealth Partners
  Newport Beach, CA
• 07/2017 → Present
  Zielinski & Associates
  Newport Beach, CA
• 07/2022 → Present
  Fiduciary Architects, L.L.C.
  Newport Beach, CA

Previous Registrations

• 2019-07-17 → 2022-06-30
  Balboa Wealth Partners, Inc.
  Newport Beach, CA
• 2018-12-19 → 2020-12-31
  Colony Park Financial Services Llc.
  Newport Beach, CA
  Greenville, SC
• 2008-09-10 → 2016-12-20
  Wells Fargo Clearing Services, Llc
  Newport Beach, CA
  Mission Viejo, CA
  Mission Viejo, CA
  Irvine, CA
  Laguna Beach, CA
  Irvine, CA
• 2007-08-27 → 2008-09-10
  Morgan Stanley & Co. Llc
  Newport Beach, CA
• 2006-08-12 → 2007-09-10
  Ubs Financial Services Inc.
  Los Angeles, CA
  San Francisco, CA
  Aspen, CO
• 2004-06-15 → 2006-08-12
  Piper Sandler & Co.
  San Francisco, CA
  East Palo Alto, CA
  Aspen, CO
• 2003-07-01 → 2004-06-29
  Wells Fargo Clearing Services, Llc
  Newport Beach, CA
• 1997-07-08 → 2003-07-01
  Prudential Equity Group, Llc
  Newport Beach, CA

Other Businesses

1. Zielinski & Associates-DBA for consulting/recruiting-address of record, 20 hours per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-09-21
• S63 Uniform Securities Agent State Law Examination
  1983-07-26