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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 | 2025-12-26 |
| WA | RA | APPROVED | 2025-12-26 |
Branch Locations
3131 Camino Del Rio N. Suite 800, San Diego, CA 92108 • United States
Pacific Beach, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Chehalis | WA | 07/2010 | 02/2024 |
| Stifel Independent Advisors, Llc | Chehalis | WA | 02/2024 | Present |
| Lost At Sea, Llc | Pacific Beach | WA | 04/2024 | Present |
| Plr Wealth Management | Pasadena | CA | 05/2025 | Present |
| Beach Therapy Llc | Pasadena | CA | 11/2025 | Present |
| Sovran Advisors Llc - Crd 329415 | Pasadena | CA | 12/2025 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 12/2025 | Present |
1.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: 12/2025 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 04/2007 APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 3 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 3. NAME OF OTHER BUSINESS: TRUSTEE INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL LOCATION NATURE OF BUSINESS: TRUSTEE START DATE: 09/2025 POSITION/TITLE/RELATIONSHIP: TRUSTEE APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: TRUSTEE FOR DAUGHTER AND FOR COMPANY THAT HE IS OWNER OF 401K PLAN 4. NAME OF OTHER BUSINESS: BEACH THERAPY LLC INVESTMENT RELATED: NO ADDRESS: 32 MADISON LANESAME AS REGISTERED LOCATION NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 11/2025 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES:LANDLORD DUTIES 5. NAME OF OTHER BUSINESS: LOST AT SEA, LLC INVESTMENT RELATED: NO ADDRESS: 90 KOALA LANE PACIFIC BEACH, WA 98571 NATURE OF BUSINESS: PROPERTY START DATE: 04/2024 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: I OWN AND MANAGE THE LOT 6. NAME OF OTHER BUSINESS: PLR WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 05/2025 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-16 |
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