Breanne Polonia is a registered investment advisor, based in Dallas, TX, with 18 years of industry experience.
Location
Dallas, TX
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Regulatory History (1)
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Customer Dispute
May 2016Denied
Other Business Activities
Breanne is involved in several real estate ventures, including Cashpadz Property Mgt, Cashpadz LLC, MSquared Group LLC, DCD Site 1LLC, Paziolux AZ Mgt LLC, Spaziolux Mgt LLC, and Lapasata Enterprises LLC. She also works as an IAR for Symphony Wealth Group, dedicating nearly full-time hours to offering investment advisory services.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
September 2025 - Present · 8 mos
Kestra Investment Services, LLC
September 2025 - Present · 8 mos
Kestra Private Wealth Services, LLC
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Diversify Wealth Management, LLC
March 2024 - September 2024 · 6 mos
Diversify Advisory Services, LLC
December 2023 - September 2024 · 9 mos
Dfpg Investments, LLC
December 2022 - January 2024 · 1 yr 1 mo
Surevest Private Wealth
January 2020 - December 2022 · 2 yrs 11 mos
Surevest Wealth Management
September 2018 - February 2020 · 1 yr 5 mos
Wells Fargo Clearing Services, LLC
January 2013 - September 2018 · 5 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
January 2013 - September 2018 · 5 yrs 8 mos
Edward Jones
July 2007 - January 2013 · 5 yrs 6 mos
Edward JonesBroker
June 2007 - January 2013 · 5 yrs 7 mos
State Registrations8 states
ARAZCAFLORPASDTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.