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David Robert Zoellner Jr

Z Advisory Innovations

Waterford, MI

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Current Employers
Z Advisory Innovations

7655 Highland Rd Suite 203, Waterford, MI 48327 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-08-02
  • MI RA
    APPROVED
    Since 2024-08-02

Branch Locations

7655 Highland Rd Suite 203, Waterford, MI 48327 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Dock On Montrose Beach Chicago IL 08/2012 08/2017
Rockwells Chicago IL 11/2016 08/2018
Newbridge Securities Corporation Waterford MI 01/2018 08/2024
Valvoline Instant Oil Change Famington MI 08/2018 08/2019
Z Advisory Innovations Waterford MI 08/2024 Present
  • 08/2012 → 08/2017
    The Dock On Montrose Beach
    Chicago, IL
  • 11/2016 → 08/2018
    Rockwells
    Chicago, IL
  • 01/2018 → 08/2024
    Newbridge Securities Corporation
    Waterford, MI
  • 08/2018 → 08/2019
    Valvoline Instant Oil Change
    Famington, MI
  • 08/2024 → Present
    Z Advisory Innovations
    Waterford, MI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-06
  • S66 Uniform Combined State Law Examination
    2021-03-06

View on SEC IAPD

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