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4821 E 2Nd Street, Long Beach, CA 90803 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
10802 Bogardus Ave, Whittier, CA 90603 • United States
4821 E 2Nd Street, Long Beach, CA 90803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 12/2023 |
| Clg Llc Dba Wealth Management | Long Beach | CA | 10/2017 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 12/2023 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2024 | Present |
CLG, LLC dba CLG Wealth Management. Investment Related. At the registered location. RIA. IAR. 12/2017. 40. 32.5. Working with individual's client to build a financial plan. Fixed insurance, Investment related. At the registered location. Fixed Insurance. Agent. 1/2020.10.10. Provide insurance advice based on the needs of client(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-28 |
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