Brette Helbig Maclean

Current Employers

Maclean Capital Advisors, Llc

74900 Us Highway 111 Ste 224, Indian Wells, CA 92210 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2011-05-18

CA RA
APPROVED

Since 2011-05-18

Branch Locations

74900 Us Highway 111 Ste 224, Indian Wells, CA 92210 • 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

Organization	City	State	From	To
Maclean Capital Advisors, Llc	Indian Wells	CA	07/2011	Present
Purshe Kaplan Sterling Investments	Indian Wells	CA	07/2011	Present

07/2011 → Present

Maclean Capital Advisors, Llc

Indian Wells, CA
07/2011 → Present

Purshe Kaplan Sterling Investments

Indian Wells, CA

Previous Registrations

2009-05-01 → 2011-07-29

Cambridge Investment Research Advisors, Inc.

Indian Wells, CA
2008-04-24 → 2009-02-19

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Indian Wells, CA

Other Businesses

1. MACLEAN CAPITAL ADVISORS LLC, RIA, 74900 HIGHWAY 111, STE 224, INDIAN WELLS CA 92210, INVESTMENT ADVISOR, OWNER, VP, 07/2011, 40HRSPW, PROVIDE INVESTMENT ADVISE TO CLIENTS REGARDING THEIR INVESTMENT PORTFOLIOS. 2. INDEPENDENT INSURANCE SALES FOR VARIOUS CARRIERS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-04-21

S66 Uniform Combined State Law Examination

2008-04-21

Other Names

Brette Marguerite Darby Helbig
Brette H Maclean

View on SEC IAPD

Current Employers

Maclean Capital Advisors, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews