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4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2014-11-26 |
| MO | RA | APPROVED | 2014-11-04 |
| IL | RA | APPROVED | 2014-11-03 |
| WI | RA | APPROVED | 2014-11-03 |
Branch Locations
10 S Riverside Plaza Suite 875, Chicago, IL 60606 • United States
4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks, Llc | El Segundo | CA | 10/2014 | 12/2021 |
| Creative Planning Institutional Advisors, Llc | Newport Beach | CA | 10/2014 | Present |
1.NAME OF OTHER RIA: SAGEVIEW ADVISORY INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY BUSINESS POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE START DATE: 10/2014 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDE ADVISORY SERVIC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-04 |
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