Paul David Barnum

Current Employers

Employment History

• 02/2016 → 10/2020
  Ralphs Grocery Company
  Foothill Ranch, CA
• 11/2019 → 03/2020
  Villa Del Sol Apartments
  Anaheim, CA
• 03/2021 → 11/2022
  Modern Woodmen Of America
  Rock Island, IL
• 08/2016 → 05/2019
  Irvine Valley College
  Irvine, CA
• 08/2020 → 02/2024
  Cal State University, Fullerton
  Fullerton, CA
• 05/2021 → 11/2022
  Mwa Financial Services Inc
  Rock Island, IL
• 10/2022 → 02/2024
  Massmutual Life Insurance Company
  Costa Mesa, CA
• 11/2022 → 02/2024
  Mml Investors Services, Llc
  Costa Mesa, CA
• 02/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2024 → Present
  Sovran Advisors Llc - Crd 329415
  Costa Mesa, CA
• 04/2026 → Present
  West Capital Lending
  Irvine, CA
• 06/2026 → Present
  Citivest Construction
  Newport Beach, CA

Previous Registrations

• 2022-11-10 → 2024-03-06
  Mml Investors Services, Llc
  Costa Mesa, CA

Other Businesses

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: 03/2024; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: 3(38) SERVICES, 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: 02/2024 APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 2 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 3. NAME OF OTHER BUSINESS: THE ELITE OC, YOUNG PROFESSIONAL SOCIETY, INVESTMENT RELATED: NO, ADDRESS: P.O. BOX 15174, NEWPORT BEACH, CA 92659, NATURE OF BUSINESS: NON-PROFIT, START DATE: 02/2025, POSITION/TITLE/RELATIONSHIP: PRESIDENT, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: DELEGATING AND COORDINATING BOARD CHAIRS THEIR RESPECTIVE ROLES & RESPONSIBILITIES WITHIN THE ORGANIZATION; 4. NAME OF OTHER BUSINESS: PARLIAMENT WEALTH MANAGEMENT & INSURANCE SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 02/2024 POSITION/TITLE/RELATIONSHIP: FINANCIAL PLANNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: COMPREHENSIVE PLANNING, INVESTMENT MANAGEMENT, INSURANCE SERVICES, FINANCIAL ADVISORY SERVICES; 5. NAME OF OTHER BUSINESS: WEST CAPITAL LENDING; INVESTMENT RELATED: NO; ADDRESS: 17911 VON KARMAN AVE SUITE 400 IRVINE, CA 92614; NATURE OF BUSINESS: MORTGAGE SERVICES; START DATE: 04/2026; POSITION/TITLE/RELATIONSHIP: BRANCH MANAGER ; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: WILL PROVIDE MORTGAGE LOAN SERVICES OF THE FOLLOWING PRODUCTS: FHA, CONVENTIONAL, AND VA LOANS FOR PURCHASES OF HOMES OR REFINANCING ACTIVITY; 6. NAME OF OTHER BUSINESS: CITIVEST CONSTRUCTION INVESTMENT RELATED: NO ADDRESS: NEWPORT BEACH, CA NATURE OF BUSINESS: CITIVEST CONSTRUCTION SPECIALIZES IN RENOVATING, MAINTAINING, AND ENSURING MOVE IN READY RENTAL UNITS FOR PROPERTY MANAGERS START DATE: 06/2026 POSITION/TITLE/RELATIONSHIP: BUSINESS OPERATIONS ANALYST APX NUMBER OF HOURS PER WEEK: 16 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: EXAMINES THE BUSINESSES WORKFLOWS, COSTS, DATA, AND RESOURCE ALLOCATION TO IDENTIFY INEFFICIENCIES AND RECOMMEND CHANGES IF NECESSARY.

Exams

• S66 Uniform Combined State Law Examination
  2022-09-30
• S63 Uniform Securities Agent State Law Examination
  2021-06-30