Alfred Escamilla

Current Employers

Employment History

• 04/2016 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2016 → 09/2022
  Erman Retirement Advisory
  Seal Beach, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 11/2024 → Present
  Pinnacle Wealth Creation
  Anaheim, CA
• 04/2025 → Present
  Elderwood Care, Llc
  City Of Industry, CA

Previous Registrations

• 2017-01-26 → 2022-09-19
  Erman Retirement Advisory
  Seal Beach, CA
• 2015-07-21 → 2016-04-26
  Bancwest Investment Services, Inc.
  Brea, CA
  Anaheim, CA
  Anaheim, CA
• 2012-03-27 → 2014-08-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Anaheim, CA
  Newport Beach, CA
  Los Angeles, CA
  Los Angeles, CA
  New York, NY
  Santa Ana, CA

Other Businesses

1. NAME OF OTHER BUSINESS: PINNACLE WEALTH CREATION INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL ADDRESS, NATURE OF BUSINESS: REAL ESTATE, START DATE: 11/2024, POSITION/TITLE/RELATIONSHIP: PRESIDENT/OWNER, APX NUMBER OF HOURS PER WEEK: 5, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: ADULT ASSISTED LIVING CENTER FOR 65 AND OLDER ADULTS TO HOUSE AND HELP WITH DAILY LIVING TASKS TO ENSURE SAFE AND COMFORTABLE LIVING; 2. NAME OF OTHER BUSINESS: ELDERWOOD CARE, LLC; INVESTMENT RELATED: NO; ADDRESS: 10628 JORDAN RD CITY OF INDUSTRY, CA 90603; NATURE OF BUSINESS: ASSISTED LIVING; START DATE: 04/2025; POSITION/TITLE/RELATIONSHIP: OWNER/EMPLOYEE; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: SUPERVISING THE BUSINESS AND EMPLOYEES TO ENSURE THEY ARE IN COMPLIANCE AND THE BUSINESS IS RUNNING SMOOTHLY;

Exams

• S66 Uniform Combined State Law Examination
  2010-10-21

Other Names

• Alfred Raymond Escamilla