Paula Leann Key

Current Employers

Employment History

• 07/1981 → Present
  Cl Zuk & Assoc., Financial Planning Inc
  Laguna Niguel, CA
• 12/1998 → 11/2017
  National Planning Corporation
  Emeryville, CA
• 01/2017 → Present
  Valley Wealth Strategies, Llc
  Napa, CA
• 11/2017 → Present
  Lpl Financial Llc
  Napa, CA

Previous Registrations

• 2017-01-04 → 2017-12-31
  Valley Wealth Strategies
  Nap, CA
  Napa, CA
• 1999-05-05 → 2017-12-06
  National Planning Corporation
  Emeryville, CA
  Lake Forest, CA
  Lake Forest, CA
  Napa, CA
  Lodi, CA
  Los Angeles, CA

Other Businesses

1. 11/29/2017 - Intercontinental Drift, LLC - Sangfroid Vineyards - Not Investment Related - Home Based - Other - Start Date 4/12/2011 - 0 Hours Per Month/0 Hours During Securities Trading - Movie/Book Production Company/Sangfroid Vineyards (grape sales and wine productions). 2. 11/29/2017 - CL Zuk & Associates Insurance Services, Inc. - Investment Related - 1195 Park Ave, Ste 205, Emeryville CA 94608 - Non-Variable Insurance - 10 Hours Per Month During Securities Trading - Fixed insurance sales 3. 1/4/2018 - Valley Wealth Strategies, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR / Owner - Started 1/3/2017 - 10 Hours Per Month During Securities Trading - I provide investment advisory services through Valley Wealth Strategies, LLC, an independent investment advisor firm. I started this business activity in 01/2017. I expect to spend approximately 10 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 1/8/2018 - Valley Wealth Strategies, LLC - DBA: (Hybrid) Zuk Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR / Owner - Started 01/2017 - 10 Hours Per Month During Securities Trading. 5. 10/16/2018 - Zuk Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/19/1998 - 40 Hours Per Month/40 Hours During Securities Trading - Ownership & Management. 6. 11/23/2020 - No Business Name - Investment Related - Napa, CA 94558 - Real Estate Rental - Start Date: 11/18/2020 - 1 Hour Per Month/0 Hours During Securities Trading - In the name of the Murphy Key Trust have purchased a residential rental. 7. 9/7/2021 - No Business Name - Investment Related - helena ca - Real Estate Rental - Started 07/01/2021 - 10 Hours Per Month/1 Hour During Securities Trading. 8. 10/05/2021 - Murphy Key Trust - Investment Related - Napa, CA - Real Estate Rental - Start Date: 11/25/2019 - 1 Hour Per Month/0 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  1999-04-15

Designations

Other Names

• Paula Molenaar