Cheryl L Battung

Current Employers

Employment History

• 10/2009 → 09/2018
  Broker Dealer Financial Services Corp.
  Escondido, CA
• 09/2018 → 09/2019
  Summit Brokerage Services Inc
  Boca Raton, FL
• 09/2018 → 05/2021
  Summit Financial Group Inc
  Boca Raton, FL
• 09/2019 → 10/2023
  Cetera Advisor Networks Llc
  El Segundo, CA
• 10/2020 → 09/2023
  Primary Residential Mortgage Inc
  Murrieta, CA
• 04/2021 → Present
  Door Dash
  Moreno Valley, CA
• 03/2022 → Present
  Bz Legacy Group Llc
  Murrieta, CA
• 06/2023 → 10/2023
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2023 → Present
  Equity Smart Home Loans
  Pasadena, CA
• 10/2023 → Present
  Elevated Capital Advisors, Llc
  Draper, UT

Previous Registrations

• 2023-06-29 → 2023-10-31
  Cetera Investment Advisers Llc
  Ridgecrest, CA
• 2021-05-20 → 2023-06-29
  Cetera Wealth Services, Llc
  Escondido, CA
  Ridgecrest, CA
• 2018-09-10 → 2021-05-20
  Summit Financial Group Inc
  Escondido, CA
  Murrieta, CA
• 2009-10-21 → 2018-09-10
  Investment Advisors Corp
  Temecula, CA
  Escondido, CA
  Broomfield, CO
• 2008-05-27 → 2009-10-21
  Wells Fargo Clearing Services, Llc
  Broomfield, CO
  Aurora, CO

Other Businesses

(1) MARY KAY COSMETICS; NOT INVESTMENT RELATED; 30915 MOONFLOWER LN MURRIETA, CA 92563; COSMETIC SALES; CONSULTANT; 09/01/2003; APPX 10 HOURS/MONTH; APPX 10 HOURS/MONTH DURING TRADING; SALE OF COSMETICS (2) LIGHTHOUSE ADVISORS; INVESTMENT RELATED; SAME ADDRESS AS REGISTERED ADDRESS; DBA NAME FOR Investment Advisory BUSINESS; FINANCIAL ADVISOR; 04/15/2014; APPX 160 HOURS/MONTH; APPX 160 HOURS/MONTH DURING TRADING; SECURITIES BUSINESS (3) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 02/2020 APX NUMBER OF HOURS PER WEEK: 16 ; APX NUMBER OF HOURS DURING TRADING HOURS: 16 ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE ; (4) NAME OF OTHER BUSINESS: DOOR DASH ; INVESTMENT RELATED: NO ; ADDRESS: 23901 SUNNYMEAD BLVD, MORENO VALLEY, CA 92553 NATURE OF BUSINESS: FOOD DELIVERY SERVICES ; START DATE: 04/2021 POSITION/TITLE/RELATIONSHIP: DRIVER APX NUMBER OF HOURS PER WEEK: 10-15 APX NUMBER OF HOURS DURING TRADING HOURS: 0 ; BRIEF DESCRIPTION OF DUTIES: DELIVERING FOOD TO HOMES & BUSINESSES ; (5) NAME OF OTHER BUSINESS: BZ LEGACY GROUP LLC INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: PERSONAL LLC TO PURCHASE RENTAL PROPERTIES; START DATE: 03/2022 POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: PERSONAL LLC TO PURCHASE RENTAL PROPERTIES IN THE NAME OF THE LLC; (6) NAME OF OTHER BUSINESS: EQUITY SMART HOME LOANS, INC, INVESTMENT RELATED: NO, ADDRESS: 1499 HUNTINGTON DRIVE, STE 500, PASADENA, CA 91030, NATURE OF BUSINESS: MORTGAGE COMPANY, START DATE: 09/2023, POSITION/TITLE/RELATIONSHIP: BROKER, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: RESIDENTIAL, LAND AND COMMERCIAL FARMING LOAN FINANCING;

Exams

• S66 Uniform Combined State Law Examination
  2008-05-23

Other Names

• Cheryl Lynn Walters
• Cheryl L Moon
• Cheryl L Moon-Battung
• Cheryl Battung