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4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-04-24 |
Branch Locations
Alpharetta, GA • United States
4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Alpharetta | GA | 05/2010 | 07/2017 |
| Cetera Wealth Services, Llc | El Segundo | CA | 07/2017 | 12/2025 |
| Alliant Retirement Services Llc Dba Alliant Retirement Consultin | State College | PA | 02/2021 | 03/2024 |
| Creative Planning Institutional Advisors, Llc | Newport Beach | CA | 04/2024 | Present |
NAME OF OTHER BUSINESS: SAGEVIEW ADVISORY GROUP, LLC CRD #126777, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: ADVISORY SERVICES, POSITION/TITLE/RELATIONSHIP: IAR, START DATE: 05/2024, APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-30 |
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