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Current Employers
Sovran Advisors, Llc

3131 Camino Del Rio N. Suite 800, San Diego, CA 92108 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-02-26
CA RA APPROVED 2024-03-28
  • TX RA
    APPROVED_RES
    Since 2025-02-26
  • CA RA
    APPROVED
    Since 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

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
OrganizationCityStateFromTo
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
  • 09/2019 → 02/2024
    Pasadena, CA
  • 01/2022 → 02/2024
    Massmutual Life Insurance Company
    Pasadena, CA
  • 04/2009 → 07/2019
    Watchtower Educational Center
    Patterson, NY
  • 02/2024 → Present
    Sovran Advisors Llc - Crd 329415
    Pasadena, CA
  • 12/2023 → Present
    Integrative Wealth Partners
    Pasadena, CA
  • 02/2024 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
Previous Registrations
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: 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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-14
  • S66 Uniform Combined State Law Examination
    2022-12-14

View on SEC IAPD

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