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4821 E 2Nd Street, Long Beach, CA 90803 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Land Surveyor | Brea | CA | 12/2019 | 03/2020 |
| Gods Vision Inc / Cornerstone Church | Long Beach | CA | 07/2015 | 11/2025 |
| Clg, Llc D/B/A Legacy Financial | Cerritos | CA | 01/2017 | 01/2026 |
| Cetera Advisor Networks | El Segundo | CA | 04/2021 | 07/2022 |
| Cetera Advisor Networks Llc | El Segundo | CA | 07/2022 | 12/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 12/2023 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2024 | Present |
| Clg, Llc | Long Beach | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-28 |
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