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3131 Camino Del Rio N. Suite 800, San Diego, CA 92108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-27 |
| CA | RA | APPROVED | 2024-02-23 |
Branch Locations
3131 Camino Del Rio N. Suite 800, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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 ;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-06 |
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