Anne Elizabeth Crabbe

Current Employers

Employment History

• 01/2013 → 06/2021
  Cetera Advsors Llc
  Denver, CO
• 05/2021 → 08/2023
  Guardian Life Insurance
  Paso Robles, CA
• 06/2021 → 08/2023
  Park Avenue Investment Advisory
  Paso Robles, CA
• 06/2021 → 08/2023
  Park Avenue Securities
  Paso Robles, CA
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 08/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Optimum Wealth Financial Planners, Inc.
  Paso Robles, CA
• 07/2023 → 06/2026
  Optimum Wealth Management, Inc
  Paso Robles, CA
• 01/2013 → Present
  Unconundrum, Inc
  Paso Robles, CA

Previous Registrations

• 2021-06-14 → 2023-08-31
  Guardian Wealth Partners, Llc
  Paso Robles, CA
• 2021-10-26 → 2022-04-11
  Park Avenue Securities Llc
  Paso Robles, CA
  Claremont, CA
• 2007-07-25 → 2021-06-15
  Cetera Advisors Llc
  Paso Robles, CA

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 10/2006 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES, LONG-TERM CARE 2. NAME OF OTHER BUSINESS: PLYMOUTH CONGREGATIONAL CHURCH INVESTMENT RELATED: NO ADDRESS: 1301 OAK ST., PASO ROBLES, CA 93446 NATURE OF BUSINESS: CHURCH START DATE: 02/2023 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: ASSISTANT MODERATOR BRIEF DESCRIPTION OF DUTIES: BACK UP ROLE FOR MODERATOR WHO RUNS MONTHLY TRUSTEE AND COUNCIL MEETINGS AND CONDUCTS ANNUAL MEMBER MEETING. ALSO ON DIACONATE: HELPS TO COORDINATE RUNNING THE SUNDAY CHURCH SERVICE 3. NAME OF OTHER BUSINESS: OPTIMUM WEALTH FINANCIAL PLANNERS, INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE 06/2023 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: 60 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: MY CORPORATE NAME FOR CONDUCTING FINANCIAL PLANNING SERVICES 4. NAME OF OTHER BUSINESS: UNCONUNDRUM, INC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: COMPANY FOR ACCOUNTING PURPOSES START DATE: 01/2013 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: FILING REQ. CORP FORMS AND DOCUMENTS WITH GOV'T ENTITIES. THERE IS NO COMPENSATION DIRECTLY. THIS IS THE ENTITY THAT MY INCOME FLOWS THROUGH

Exams

• S66 Uniform Combined State Law Examination
  2007-06-29

Designations

Other Names

• Anne Crabbe
• Anne E Crabbe