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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 2024-02-27
CA RA APPROVED 2024-02-23
  • TX RA
    APPROVED
    Since 2024-02-27
  • CA RA
    APPROVED
    Since 2024-02-23

Branch Locations

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

3200 Park Center Dr. Ste. 1240, Costa Mesa, CA 92626 • 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
Metlife Securities Inc Irvine CA 04/2015 03/2017
Massachusetts Mutual Life Insurance Company Costa Mesa CA 07/2016 02/2024
Mml Investors Services, Llc Costa Mesa CA 03/2017 02/2024
Cetera Wealth Services, Llc El Segundo CA 02/2024 Present
Sovran Advisors Llc - Crd 329415 Costa Mesa CA 02/2024 Present
Trenton Adams Photography Mission Viejo CA 01/2015 Present
Parliament Wealth Management & Insurance Services Costa Mesa CA 02/2024 Present
  • 04/2015 → 03/2017
    Metlife Securities Inc
    Irvine, CA
  • 07/2016 → 02/2024
    Massachusetts Mutual Life Insurance Company
    Costa Mesa, CA
  • 03/2017 → 02/2024
    Costa Mesa, CA
  • 02/2024 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 02/2024 → Present
    Sovran Advisors Llc - Crd 329415
    Costa Mesa, CA
  • 01/2015 → Present
    Trenton Adams Photography
    Mission Viejo, CA
  • 02/2024 → Present
    Parliament Wealth Management & Insurance Services
    Costa Mesa, CA
Previous Registrations
  • 2017-03-25 → 2024-03-06
    Costa Mesa, CA
  • 2015-04-24 → 2017-03-25
    Msi Financial Services, Inc.
    Irvine, CA
  • 2005-01-14 → 2015-05-12
    Mission Viejo, CA
    Palm Beach Gardens, FL
    Palm Beach Gardens, FL
    Tustin, CA
  • 2002-05-06 → 2005-01-14
    Pmg Asset Management Inc
    Tustin, CA
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: 40 BRIEF DESCRIPTION OF DUTIES: 3(38) SERVICES, FINANCIAL PLANNING AND ASSET MANAGEMENT 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 12/2012 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF LIFE, HEALTH, DISABILITY, ANNUITIES, LONG TERM CARE; 3. NAME OF OTHER BUSINESS: TRENTON ADAMS PHOTOGRAPHY INVESTMENT RELATED: NO ADDRESS: 26121 AVENIDA CALIDAD, MISSION VIEJO, CA 92691 NATURE OF BUSINESS: PHOTOGRAPHY START DATE: 1/2015 POSITION/TITLE/RELATIONSHIP: SOLE PROPRIETOR, PHOTOGRAPHER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PHOTOGRAPHY; 4. NAME OF OTHER BUSINESS: PARLIAMENT WEALTH MANAGEMENT & INSURANCE SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL PLANNING AND INSURANCE SERVICES START DATE: 3/2019 POSITION/TITLE/RELATIONSHIP: PARTNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND FINANCIAL SERVICES;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-10-05
S63 Uniform Securities Agent State Law Examination 1992-05-01
  • S65 Uniform Investment Adviser Law Examination
    1994-10-05
  • S63 Uniform Securities Agent State Law Examination
    1992-05-01
Designations
Other Names
  • Trenton G Adams
  • Trent Adams

View on SEC IAPD

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