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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 | 2024-02-27 |
| CA | RA | APPROVED | 2024-02-23 |
Branch Locations
3131 Camino Del Rio N. Suite 800, San Diego, CA 92108 • United States
3200 Park Center Dr. Suite 1240, Costa Mesa, CA 92626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Irvine | CA | 07/2011 | 03/2017 |
| Massmutual Life Insurance Co | Costa Mesa | CA | 07/2016 | 02/2024 |
| Mml Investors Services, Llc | Costa Mesa | CA | 03/2017 | 02/2024 |
| Sovran Advisors Llc - Crd 329415 | Costa Mesa | CA | 02/2024 | Present |
| Parliament Wealth Management & Insurance Services | Costa Mesa | CA | 01/2020 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 02/2024 | Present |
| Silent Flight Inc | El Segundo | CA | 01/2026 | 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: 02/2024 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: 9/2011 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF LIFE, DISABILITY, ANNUITIES, LONG TERM CARE; 3. NAME OF OTHER BUSINESS: REDEEMER OC INVESTMENT RELATED: NO ADDRESS: 3700 CAMPUS DR, NEWPORT BEACH, CA 92660 NATURE OF BUSINESS: BOARD FIDUCIARY POSITION START DATE: 1/2023 POSITION/TITLE/RELATIONSHIP: TREASURER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: REVIEW FINANCIAL DOCUMENTS; 4. NAME OF OTHER BUSINESS: PARLIAMENT WEALTH MANAGEMENT & INSURANCE SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL PLANNING AND INSURANCE SERVICES START DATE: 1/2020 POSITION/TITLE/RELATIONSHIP: FOUNDING PARTNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 8 BRIEF DESCRIPTION OF DUTIES: PROVIDE INVESTMENT MANAGEMENT ADVICE AND OTHER FINANCIAL PRODUCTS; 5. NAME OF OTHER BUSINESS: SILENT FLIGHT INC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: EXPENSE MANAGEMENT;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-30 |
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