Best Investors Account Sign in
Inactive

Dane Andrew Petchul

Wealth Teams Alliance

Irvine, CA

Bluffton, SC

Claim This Profile
Current Employers
Wealth Teams Alliance

15520 Rockfield Blvd Suite G, Irvine, CA 92618 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-12-19
CA RA APPROVED 2015-10-15
  • SC RA
    APPROVED
    Since 2024-12-19
  • CA RA
    APPROVED
    Since 2015-10-15

Branch Locations

15520 Rockfield Blvd Suite G, Irvine, CA 92618 • United States

Bluffton, SC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Massmutual Life Insurance Company Bluffton SC 10/2014 Present
Wealth Teams Alliance Bluffton SC 10/2015 Present
  • 10/2014 → Present
    Massmutual Life Insurance Company
    Bluffton, SC
  • 10/2015 → Present
    Wealth Teams Alliance
    Bluffton, SC
Previous Registrations
Other Businesses

Petchul Insurance Services, Inc Health insurance, Medicare, Long-Term Care, Life

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-19
  • S66 Uniform Combined State Law Examination
    2014-05-19

View on SEC IAPD

Other Firms

VISTA POINT ASSET MANAGEMENT LLC
PRINCIPAL SECURITIES, INC.
GALLAGHER FIDUCIARY ADVISORS, LLC
EQUITABLE ADVISORS, LLC
INTEGRATED WEALTH CONCEPTS LLC
VANDERBILT ADVISORY SERVICES
THE BALDWIN GROUP WEALTH ADVISORS, LLC
BENEFIT FINANCIAL SERVICES GROUP

Other Investors

ANH THICAM NGUYEN
HAN CHEN
Wade Allen Jones
Sylvia Yoonhee Ahn
Adam Jehad Salman
Charles Edward Gallagher
KAREN LOMAS
Arvind Mehta

Other Offices

VISTA POINT ASSET MANAGEMENT LLC · IRVINE, CA
PRINCIPAL SECURITIES, INC. · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA

More in Irvine, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor