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4821 E 2Nd Street, Long Beach, CA 90803 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-01 |
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