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Donald Ng Van Dyke

Sovran Advisors, LLC

San Diego, CA

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Current Employers
Sovran Advisors, Llc

3131 Camino Del Rio N. Suite 800, San Diego, CA 92108 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-02-27
CA RA APPROVED 2024-02-23
  • TX RA
    APPROVED
    Since 2024-02-27
  • CA RA
    APPROVED
    Since 2024-02-23

Branch Locations

3131 Camino Del Rio N. Suite 800, San Diego, CA 92108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Metlife Securities Inc San Diego CA 09/2006 03/2017
Mml Investors Services, Llc San Diego CA 03/2017 02/2024
Massmutual Life Insurance Co San Diego CA 07/2016 02/2024
Cetera Wealth Services, Llc El Segundo CA 02/2024 Present
Sovran Advisors Llc - Crd 329415 San Diego CA 02/2024 Present
Chula Vista Parks And Recreation Chula Vista CA 01/2024 Present
Lunessa Active Chula Vista CA 06/2025 10/2025
Vanderlume Llc Chula Vista CA 10/2025 Present
  • 09/2006 → 03/2017
    Metlife Securities Inc
    San Diego, CA
  • 03/2017 → 02/2024
    San Diego, CA
  • 07/2016 → 02/2024
    Massmutual Life Insurance Co
    San Diego, CA
  • 02/2024 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 02/2024 → Present
    Sovran Advisors Llc - Crd 329415
    San Diego, CA
  • 01/2024 → Present
    Chula Vista Parks And Recreation
    Chula Vista, CA
  • 06/2025 → 10/2025
    Lunessa Active
    Chula Vista, CA
  • 10/2025 → Present
    Vanderlume Llc
    Chula Vista, CA
Previous Registrations
  • 2017-03-25 → 2024-03-05
    San Diego, CA
  • 2006-10-05 → 2017-03-25
    Msi Financial Services, Inc.
    San Diego, CA
  • 2003-07-02 → 2006-10-05
    Ameriprise Advisor Services, Inc.
    Encinitas, CA
    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: 02/2021; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: SOVRAN ADVISORS LLC - CRD 329415; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE; START DATE: 02/2024; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT; 3. NAME OF OTHER BUSINESS: CHULA VISTA PARKS AND RECREATION; INVESTMENT RELATED: NO; ADDRESS: CHULA VISTA, CA 91913; NATURE OF BUSINESS: PROVIDE CLASSES TO THE LOCAL COMMUNITY THROUGH THE CITY PARKS AND RECREATION CENTERS; START DATE: 01/2024; POSITION/TITLE/RELATIONSHIP: KARATE INSTRUCTOR; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: TEACH KARATE TO PEOPLE WHO SIGN UP FOR THE CLASSES; 4. NAME OF OTHER BUSINESS: TRUCHOICE FINANCIAL GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE PRODUCTS; START DATE: 08/2023; POSITION/TITLE/RELATIONSHIP: INDEPENDENT CONTRACTOR; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: OFFER LIFE AND FIXED INSURANCE PRODUCTS; 5. NAME OF OTHER BUSINESS: VANDERLUME LLC ; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: ONLINE HEALTH AND WELLNESS PRODUCTS; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS:0; BRIEF DESCRIPTION OF DUTIES: DAY-TO-DAY BUSINESS OPERATIONS, PRODUCT DEVELOPMENT, AND MARKETING ;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-04-20
S63 Uniform Securities Agent State Law Examination 1999-12-06
  • S66 Uniform Combined State Law Examination
    2002-04-20
  • S63 Uniform Securities Agent State Law Examination
    1999-12-06
Designations

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