Eugene David Stoeckly

Current Employers

Employment History

• 03/2007 → 11/2021
  Ubs Financial Services
  Pasadena, CA
• 11/2021 → Present
  Laurel Wealth Advisors, Inc.
  Newport Beach, CA
• 11/2021 → Present
  Crown Bay Wealth
  Newport Beach, CA
• 02/2023 → Present
  Integrated Wealth Concepts, Llc
  Waltham, MA

Previous Registrations

• 2022-01-05 → 2023-03-31
  Laurel Wealth Advisors, Inc.
  Solana Beach, CA
  Newport Beach, CA
• 2007-03-02 → 2021-12-16
  Ubs Financial Services Inc.
  Pasadena, CA
• 2004-04-26 → 2007-03-07
  Morgan Stanley Dw Inc.
  Pasadena, CA
  Pasadena, CA

Other Businesses

1. Name of outside business or organization: Crown Bay Wealth Address: 610 Newport Center Drive, Suite 410, Newport Beach, CA, 92660 Title: Founding Principal Description of business or organization: Financial services firm Description of duties or responsibilities: Financial services sales and services/management Start date: 11/2022 Hours devoted to OBA monthly: 152 during trading hrs. / 0 during non-trading hrs. 2. Name of outside business or organization: Harborview Dads Address: 900 Goldenrod Ave, Corona Del Mar, CA, 92625 Title: Treasurer Description of business or organization: 501(c)3 charitable Dad's group that helps the local elementary school Description of duties or responsibilities: Treasurer Start date: 07/01/2021 Hours devoted to OBA monthly: 0 during trading hrs. / 4 during non-trading hrs. 3. 02/01/2023 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: CROWN BAY WEALTH - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 02/01/2023 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2004-04-08

Other Names

• David Stoeckly