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3131 Camino Del Rio N. Suite 800, San Diego, CA 92108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-27 |
| CA | RA | APPROVED | 2024-02-23 |
Branch Locations
3131 Camino Del Rio N. Suite 800, San Diego, CA 92108 • United States
3200 Park Center Dr. Suite 1240, Costa Mesa, CA 92626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Century City | CA | 09/1994 | 03/2017 |
| Mml Investors Services, Llc | Los Angeles | CA | 03/2017 | 02/2024 |
| Massmutual Life Insurance Co | Los Angeles | CA | 07/2016 | 02/2024 |
| Sovran Advisors Llc - Crd 329415 | Costa Mesa | CA | 02/2024 | Present |
| Greater Pacific Solutions | Costa Mesa | CA | 08/2022 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 02/2024 | Present |
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: 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: 6/1994 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE; 3. NAME OF OTHER BUSINESS: GREATER PACIFIC SOLUTIONS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA START DATE: 8/2022 POSITION/TITLE/RELATIONSHIP: FINANCIAL PLANNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: ACTING AS IAR OFFERING ADVISORS SERVICES INCLUDING FINANCIAL PLANNING, ALSO INSURANCE SERVICES, AND REGISTERED REP SERVICES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-03 |
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