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4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2013-08-14 |
Branch Locations
4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States
3834 Sutherland Avenue, Knoxville, TN 37919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks | El Segundo | CA | 08/2013 | 12/2018 |
| Creative Planning Institutional Advisors, Llc | Newport Beach | CA | 08/2013 | Present |
1.NAME OF OTHER BUSINESS: SAGEVIEW ADVISORY GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY BUSINESS POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE START DATE: 2013 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ADVISORY SERVICES 2. NAME OF OTHER BUSINESS: SAGE VIEW ADVISORY INVESTMENT RELATED: YES ADDRESS: 8331 E. WALKER SPRINGS LANE, SUITE 301 KNOXVILLE TN 37923; 1111 N. Northshore Drive, Suite N325, Knoxville, TN 37919 NATURE OF BUSINESS: ADVISORY SERVICES START DATE: 07/2013 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PARTNER - ADMINISTRATIVE SUPPORT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-15 |
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