Ashley M Souza

Current Employers

The Pacific Center For Financial Services

156 Diablo Road Suite 320, Danville, CA 94526 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2013-04-18

CA RA
APPROVED

Since 2013-04-18

Branch Locations

156 Diablo Road Suite 320, Danville, CA 94526 • 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
Pacific Center Fincl Serv	San Ramon	CA	08/2004	Present
Cetera Wealth Services, Llc	El Segundo	CA	01/2013	04/2026

08/2004 → Present

Pacific Center Fincl Serv

San Ramon, CA
01/2013 → 04/2026

Cetera Wealth Services, Llc

El Segundo, CA

Other Businesses

1) LIFE, HEALTH, LONG TERM CARE INSURANCE SALES AS COMPONENT OF INVESTMENT/ADVISORY BUSINESS. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY BUSINESS POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE START DATE: 04/13 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: CONDUCTING PORTFOLIO MANAGEMENT & FINANCIAL PLANNING;

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-08-28

S66 Uniform Combined State Law Examination

2006-08-28

Other Names

Ashley M. Jones
Ashley Marie Jones
Ashley Marie Souza
Ashley Souza

View on SEC IAPD