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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_RES | 2025-02-26 |
| CA | RA | APPROVED | 2024-03-28 |
Branch Locations
3131 Camino Del Rio N. Suite 800, San Diego, CA 92108 • United States
150 S Los Robles Ave Suite 750, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Pasadena | CA | 09/2019 | 02/2024 |
| Massmutual Life Insurance Company | Pasadena | CA | 01/2022 | 02/2024 |
| Watchtower Educational Center | Patterson | NY | 04/2009 | 07/2019 |
| Sovran Advisors Llc - Crd 329415 | Pasadena | CA | 02/2024 | Present |
| Integrative Wealth Partners | Pasadena | CA | 12/2023 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 02/2024 | 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: 20; BRIEF DESCRIPTION OF DUTIES: ADMIN ASSISTANT AND ONBOARDING ASSISTANT. OPEN NEW ACCOUNTS, SERVICE ACCOUNTS, AND HELP WITH CASHIERING NEEDS; 2. NAME OF OTHER BUSINESS: INTEGRATIVE WEALTH PARTNERS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 12/2023; POSITION/TITLE/RELATIONSHIP: ONBOARDING AND ADMIN ASSISTANT; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: ASSIST WITH ONBOARDING, OPENING NEW ACCOUNTS, SERVICING ACCOUNTS, AND HANDLING CASHIERING NEEDS 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 03/2023; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-14 |
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