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Elizabeth Anne Mcelravey

Clg LLC

Torrance, CA

Long Beach, CA

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Current Employers
Clg Llc

4821 E 2Nd Street, Long Beach, CA 90803 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-07-26
  • CA RA
    APPROVED
    Since 2023-07-26

Branch Locations

21250 Hawthorne Blvd. Suite 560, Torrance, CA 90503 • United States

4821 E 2Nd Street, Long Beach, CA 90803 • 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
Cetera Advisor Networks Llc El Segundo CA 01/2013 12/2023
Mcelravey Financial Planning Torrance CA 04/2023 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 12/2023
Clg Llc Dba Moran, Heising, & Mcelravey, Llc Long Beach CA 07/2023 Present
Purshe Kaplan Sterling Investments Albany NY 01/2024 Present
  • 01/2013 → 12/2023
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 04/2023 → Present
    Mcelravey Financial Planning
    Torrance, CA
  • 06/2023 → 12/2023
    Schaumburg, IL
  • 07/2023 → Present
    Clg Llc Dba Moran, Heising, & Mcelravey, Llc
    Long Beach, CA
  • 01/2024 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
Previous Registrations
  • 2023-06-29 → 2023-12-31
    Torrance, CA
  • 2003-01-21 → 2023-06-29
    Cetera Wealth Services, Llc
    Long Beach, CA
    Torrance, CA
    Gardena, CA
    Long Beach, CA
    Lakewood, CA
    Lakewood, CA
Other Businesses

CLG LLC DBA MORAN, HEISING, & MCELRAVEY, LLC. INVESTMENT RELATED. AT THE REGISTERED LOCATION. RIA. INVESTMENT ADVISORY REPRESENTATIVE. 2002.160.65. INVESTMENT ADVISORY REPRESENTATIVE, MCELRAVEY FINANCIAL PLANNING. NOT INVESTMENT RELATED. AT THE REGISTERED LOCATION.EXPENSE MANAGEMENT. 4/2023. OWNER.40. 40. S CORP CREATED TO MANAGE TAX AND ADMINISTRATIVE ISSUES. FIXED INSURANCE. INVESTMENT RELATED. AT THE REGISTERED LOCATION. FIXED/ TRADITIONAL INSURANCE. AGENT. 01/2024. 10.10. SALES OF FIXED/TRADITIONAL INSURANCE PRODUCTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-12-04
S63 Uniform Securities Agent State Law Examination 1991-07-01
  • S65 Uniform Investment Adviser Law Examination
    2002-12-04
  • S63 Uniform Securities Agent State Law Examination
    1991-07-01
Designations
Other Names
  • Elizabeth A Mcelravey

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