Larry Robert Deatherage

Current Employers

Employment History

• 11/2010 → 12/2018
  Lpl Financial Llc
  San Diego, CA
• 12/2011 → 12/2018
  Independent Financial Partners
  San Diego, CA
• 12/2018 → 11/2023
  Resources Investment Advisors
  Overland Park, KS
• 01/2019 → 05/2023
  Triad Advisors
  Norcross, GA
• 05/2023 → Present
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA
• 01/2024 → 12/2025
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2018-12-03 → 2023-11-22
  Onedigital
  Irvine, CA
  Overland Park, KS
• 2012-10-19 → 2018-12-31
  Lpl Financial Llc
  Bryan, OH
  San Diego, CA
• 2010-10-29 → 2018-12-31
  Independent Financial Partners
  San Diego, CA
  Lajolla, CA
• 2007-12-10 → 2010-12-01
  Nrp Advisors, Inc.
  La Jolla, CA
• 2005-09-02 → 2007-12-10
  Girard Securities, Inc.
  La Jolla, CA
  La Jolla, CA
  San Diego, CA
• 2003-07-01 → 2005-09-02
  Wells Fargo Clearing Services, Llc
  La Jolla, CA
• 1997-07-08 → 2003-07-01
  Prudential Equity Group, Llc
  San Diego, CA

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 07/1992; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: SAGEVIEW ADVISORY GROUP, LLC - CRD # 126777; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REGISTERED INVESTMENT ADVISER; START DATE: 05/2023; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: IAR USING SAGEVIEW ADVISORY'S RESOURCES; 3. NAME OF OTHER BUSINESS: TODO O NADA BOAT CHARTERS, LLC; INVESTMENT RELATED: NO; ADDRESS: LAJOLLA, CA 92037; NATURE OF BUSINESS: BOAT AND FISHING CHARTERS; START DATE: 12/2020; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: OVERSEE BUSINESS; 4. NAME OF OTHER BUSINESS: CATALINA, LLC; INVESTMENT RELATED: NO; ADDRESS: LAJOLLA, CA 92037; NATURE OF BUSINESS: RENTAL PROPERTIES FOR WIFE; START DATE: 01/2020; POSITION/TITLE/RELATIONSHIP: MANAGER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: WORKING WITH PROPERTY MANAGERS; 5. NAME OF OTHER BUSINESS: DFI MANAGEMENT, INC.; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: HOLDING COMPANY FOR COMPENSATION EARNED; START DATE: 01/2015; POSITION/TITLE/RELATIONSHIP: PARTNER/PRINCIPAL/OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: OWNER/PARTNER, HOLDING COMPANY FOR COMPENSATION EARNED;

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-12-23
• S63 Uniform Securities Agent State Law Examination
  1992-03-26