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801 E. Chapman Ave Suite 104, Fullerton, CA 92831 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-09-25 |
| ID | RA | APPROVED | 2023-09-15 |
| CO | RA | APPROVED | 2023-08-01 |
| WA | RA | APPROVED | 2023-02-27 |
| AZ | RA | APPROVED | 2022-09-20 |
| TX | RA | APPROVED | 2022-09-08 |
| CA | RA | APPROVED | 2021-07-30 |
Branch Locations
801 E. Chapman Ave Suite 104, Fullerton, CA 92831 • United States
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED | 2023-06-29 |
Branch Locations
801 East Chapman Ave Ste 104, Fullerton, CA 92831 • United States
Yorba Linda, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Wealth Services, Llc | El Segundo | CA | 03/2009 | Present |
| Crane Advisory Llc Dba Crane & Associates Wealth Management | Fullerton | CA | 07/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Dsc Advisory Llc | Fullerton | CA | 01/2024 | Present |
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: 10/20/2016; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 HOUR; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE AND ANNUITIES. 2. NAME OF OTHER BUSINESS: DBA CRANE & ASSOCIATES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 03/2009; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40 HOURS; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 HOURS; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3. NAME OF OTHER BUSINESS: CRANE ADVISORY LLC DBA CRANE & ASSOCIATES WEALTH MANAGEMENT - CRD#314432; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ADVISORY SERVICES; POSITION/TITLE/RELATIONSHIP: OWNER/INVESTMENT ADVISORY REPRESENTATIVE; START DATE: 7/2021; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING, ASSET MANAGEMENT. 4. NAME OF OTHER BUSINESS: DSC ADVISORY LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: EXPENSE MANAGEMENT, START DATE: 01/2024, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 1, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: HOLDING COMPANY FOR COMPENSATION FROM ADVISORY BUSINESS, BOOKKEEPING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-04 |
| S66 | Uniform Combined State Law Examination | 2009-07-22 |
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