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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 | 2024-09-25 |
| CA | RA | APPROVED | 2024-09-24 |
Branch Locations
6303 Owensmouth Ave 10Th Floor, Woodland Hills, CA 91367 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trilogy Capital, Inc. | Torrance | CA | 01/2016 | 09/2024 |
| Lpl Financial Llc | Woodland Hills | CA | 11/2017 | 09/2024 |
| Trilogy Financial Services | Woodland Hills | CA | 01/2000 | 09/2024 |
| National Planing Corporation | Woodland Hills | CA | 01/2000 | 11/2017 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2024 | Present |
| Envisage Wealth Management | Woodland Hills | CA | 09/2024 | Present |
| Sovran Advisors, Llc | Woodland Hills | CA | 09/2024 | Present |
1. NAME OF OTHER BUSINESS: SOVRAN ADVISORS, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES START DATE: 02/2024 POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS:40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING 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: 05/19/1996 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 3. NAME OF OTHER BUSINESS: ENVISAGE WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INVESTMENT MANAGEMENT ADVICE AND OTHER FINANCIAL PRODUCTS START DATE: 09/2024 POSITION/TITLE/RELATIONSHIP: CEO / PRESIDENT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING, ADVISORY AND INSURANCE SERVICES 4. NAME OF OTHER BUSINESS: 100 BLACK MEN OF AMERICA INVESTEMENT RELATED: NO ADDRESS: LOS ANGELES, CA NATURE OF BUSINESS: BOARD FIDUCIARY POSITION START DATE: 07/2024 POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: OVERSEE NEW MEMBER AFFILIATION, REVIEW POLICIES & PROCEDURES AND PROGRAMS FOR CHAPTER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-29 |
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