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Current Employers
Premier Wealth Advisors, Inc.

6200 Canoga Ave. Suite 202, Woodland Hills, CA 91367 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-01-31
  • CA RA
    APPROVED
    Since 2019-01-31

Branch Locations

6200 Canoga Ave. Suite 202, Woodland Hills, CA 91367 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Premier Captial Management Insurance Services, Inc. Woodland Hills CA 08/2002 Present
Premier Capital Mortgage And Realty, Inc. Woodland Hills CA 01/2008 Present
Premier Wealth Advisors, Inc. Woodland Hills CA 12/2007 Present
  • 08/2002 → Present
    Premier Captial Management Insurance Services, Inc.
    Woodland Hills, CA
  • 01/2008 → Present
    Premier Capital Mortgage And Realty, Inc.
    Woodland Hills, CA
  • 12/2007 → Present
    Woodland Hills, CA
Previous Registrations
  • 2009-06-15 → 2018-12-31
    Woodland Hills, CA
  • 2008-01-10 → 2009-08-31
    Woodland Hills, CA
  • 2006-11-09 → 2007-12-31
    Woodbury Financial Services, Inc.
    Woodland Hills, CA
    Tarzana, CA
    Woodland Hills, CA
  • 2003-08-01 → 2006-11-21
    Walnut Street Securities, Inc.
    Woodland Hills, CA
  • 2003-03-19 → 2003-08-01
    Nathan & Lewis Securities, Inc.
    Woodland Hills, CA
  • 1999-12-15 → 2003-03-11
    Independent Capital Management
    Woodland Hills, CA
  • 2002-06-24 → 1998-01-30
    Independent Capital Management
    Woodland Hills, CA
Other Businesses

LICENSED TO SELL INSURANCE PRODUCTS THROUGH PREMIER CAPITAL MANAGEMENT INSURANCE SERVICES, INC./ 80 HOURS PER MONTH WITH 0 DURING TRADING HOURS. LICENSED TO SELL MORTGAGE AND REAL ESTATE PRODUCTS THROUGH PREMIER CAPITAL MORTGAGE AND REALTY, INC. / 60 HOURS PER MONTH WITH 0 DURING TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-09-21
S63 Uniform Securities Agent State Law Examination 1998-03-06
  • S65 Uniform Investment Adviser Law Examination
    1999-09-21
  • S63 Uniform Securities Agent State Law Examination
    1998-03-06
Other Names
  • Jack Alex Gelnak

View on SEC IAPD

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