Joanna Moran

Current Employers

Employment History

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 11/2025 → Present
  Great Basin Federal Credit Union Dba Great Basin Financial Servi
  Reno, NV

Previous Registrations

• 2009-06-01 → 2011-01-21
  Morgan Stanley
  San Diego, CA
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  San Diego, CA
• 2005-05-31 → 2007-04-02
  Morgan Stanley Dw Inc.
  San Diego, CA
  San Diego, CA
• 2002-02-25 → 2005-06-17
  Ubs Financial Services Inc.
  San Diego, CA

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: N/A APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES AND LONG TERM CARE 2.NAME OF OTHER BUSINESS: LUIS AND JOANNA MORAN INVESTMENT RELATED: NO ADDRESS: 2457 HIBERNICA LN. SPARKS, NV 89436 NATURE OF BUSINESS: RESIDENTIAL RENTAL START DATE: 12/01/2015 POSITION/TITLE/RELATIONSHIP: CO-OWNER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: NONE BRIEF DESCRIPTION OF DUTIES: RECIEVES RENT AS PAYMENT FOR MORTGAGE AND EXPENSES 3. NAME OF OTHER BUSINESS: GREATER NEVADA CREDIT UNION; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: CREDIT UNION; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; START DATE: 12/2017L APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: PROVIDING INVESTMENT SERVICES; 4. NAME OF OTHER BUSINESS: GREATER NEVADA FINANCIAL SERVICES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES; START DATE: 12/2017; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES; 5. NAME OF OTHER BUSINESS: TAHOE RIM WEALTH ADVISORS, LLC; INVESTMENT RELATED: YES; ADDRESS: 481 EAGLE STATION LANE, CARSON CITY, NV 89701; NATURE OF BUSINESS: INSURANCE AND FINANCIAL SERVICES / BOOK-KEEPING; START DATE: 08/2019; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR / MANAGING MEMBER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: INSURANCE, FINANCIAL SERVICES, AND BOOK-KEEPING 6. NAME OF OTHER BUSINESS: BUCZYNA LLC; INVESTMENT RELATED: NO; ADDRESS: P O BOX 18581 RENO NV 89511; NATURE OF BUSINESS: REAL ESTATE RENTAL; START DATE: 3/2021; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: INVOLVED IN RENTAL OF SINGLE FAMILY RESIDENCE; 7. NAME OF OTHER BUSINESS: PEAK GC THREE LLC; INVESTMENT RELATED: NO ; ADDRESS: 114 WEST WINCHESTER STREET MURRAY, UT 84107; NATURE OF BUSINESS: HOLDING COMPANY; START DATE: 03/2024; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HOLDING COMPANY INVESTMENT; 8. NAME OF OTHER BUSINESS: GREAT BASIN FEDERAL CREDIT UNION DBA GREAT BASIN FINANCIAL SERVICES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: CREDIT UNION; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; START DATE: 11/2025; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: WORKING IN A FINANCIAL INSTITUTION;

Exams

• S66 Uniform Combined State Law Examination
  2001-12-14

Other Names

• Joanna Brost