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RIA / WealthAdvisor14 years in industry

KAMIL POLKOWSKI

Advisor at FFO INVESTMENTS LLC

TAMPA, FL

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Search this name across graphsid dfx:ria:4270ee77-b6f2-778e-b3b2-e103abb645c0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Aug 12, 2022 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FFO INVESTMENTS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jun 2, 2022
First registration: Aug 12, 2022
Dual registered: no
Other names: KAMIL POLKOWSKI
IAPD individual key: 7511957

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FFO INVESTMENTS LLC	Independent wealth	Aug 3, 2026	n/a	yes	TAMPA, FL	Current employment
SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC	Independent wealth	Aug 3, 2023	Mar 4, 2025	no	TAMPA, FL	Previous registration
FISHER INVESTMENTS	Independent wealth	Sep 13, 2022	Mar 15, 2023	no	TAMPA, FL	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Aug 12, 2022	Aug 29, 2022	no	Fairfield, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC	FFO INVESTMENTS LLC	Mar 4, 2025	Aug 3, 2026	517	Firm change after gap	RIA to RIA
FISHER INVESTMENTS	SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC	Mar 15, 2023	Aug 3, 2023	141	Firm change	RIA to RIA
MML INVESTORS SERVICES, LLC	FISHER INVESTMENTS	Aug 29, 2022	Sep 13, 2022	15	Firm change	Ibd to RIA

Relationships

Registered with (4)

→ FFO INVESTMENTS LLCRegistered adviserregistration: current employment
Aug 3, 2026 to presentfactForm ADV
→ SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLCRegistered adviserregistration: previous registration
Aug 3, 2023 to Mar 4, 2025factForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Sep 13, 2022 to Mar 15, 2023factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Aug 12, 2022 to Aug 29, 2022factForm ADV

Dated events

Occurred
Mar 4, 2025
Advisor changed firm
Kamil Polkowski left Sandy Morris Financial & Estate Planning Services, Llc for Ffo Investments Llc (registered 2026-08-03)
Form ADVobserved 4 days ago
Occurred
Mar 15, 2023
Advisor changed firm
Kamil Polkowski left Fisher Investments for Sandy Morris Financial & Estate Planning Services, Llc (registered 2023-08-03)
Form ADVobserved 4 days ago
Occurred
Aug 29, 2022
Advisor changed firm
Kamil Polkowski left Mml Investors Services, Llc for Fisher Investments (registered 2022-09-13)
Form ADVobserved 4 days ago