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4821 E 2Nd Street, Long Beach, CA 90803 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-03 |
Branch Locations
21250 Hawthorne Blvd #560, Torrance, CA 90503 • 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 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 12/2023 |
| Clg Llc Dba Moran, Heising, Mcelravey & Sowder, Llc | Long Beach | CA | 09/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2024 | Present |
1) CLG DBA MORAN, HEISING, & MCELRAVEY, LLC. Investment Related. At registered location. RIA/EXPENSES FOR THE PARTNERSHIP. IAR/PARTNER. 1/2/2024. Hrs/month 160 with 120 during trading hours. Servicing existing clients and prospecting for new clients. 2) Fixed Insurance. Investment Related. At registered location. Fixed/Traditional Insurance. Agent. 03/15/2003. Hrs/month 2 all during trading hours. Provide insurance advice based on the needs of clients. 3) PEGASUS WEALTH MANAGEMENT INC. Not Investment Related. 6096 Greenbrier Dr Huntington Beach, CA 92648. 08/2015. President. Hrs/month 4 with 0 during trading hours . Detail and report income and expenses for tax purposes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-30 |
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