Bernd Egon Steinebrunner

Current Employers

Employment History

• 12/2008 → 03/2017
  Metlife Securities Inc
  Irvine, CA
• 03/2017 → 02/2024
  Mml Investors Services, Llc
  Irvine, CA
• 07/2016 → 02/2024
  Massachusetts Mutual Life Insurance Company
  Irvine, CA
• 02/2024 → Present
  Sovran Advisors Llc - Crd 329415
  Costa Mesa, CA
• 06/2020 → Present
  Bernd Steinebrunner - Photographer
  Fountain Valley, CA
• 02/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2017-03-25 → 2024-03-06
  Mml Investors Services, Llc
  Costa Mesa, CA
• 2008-12-19 → 2017-03-25
  Msi Financial Services, Inc.
  Irvine, CA
• 2007-04-02 → 2008-12-09
  Morgan Stanley & Co. Llc
  Santa Ana, CA
• 2006-04-06 → 2007-04-02
  Morgan Stanley Dw Inc.
  Santa Ana, CA

Other Businesses

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: 05/2006; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. 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: 3(38) SERVICES, FINANCIAL PLANNING AND ASSET MANAGEMENT; 3. NAME OF OTHER BUSINESS: BERND STEINEBRUNNER - REAL ESTATE RENTAL; INVESTMENT RELATED: NO; ADDRESS: FOUNTAIN VALLEY, CA 92708; NATURE OF BUSINESS: REAL ESTATE RENTAL; START DATE: 08/2004; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: MY WIFE AND I PERSONALLY OWN RENTAL REAL ESTATE THAT WE EITHER MANAGE OURSELVES OR HIRE A PROPERTY MANAGER FOR. THIS INCLUDES SELECTING TENANTS, TAKING CARE OF THE PROPERTY AND FINANCES; 4. NAME OF OTHER BUSINESS: BERND STEINEBRUNNER - PHOTOGRAPHER; INVESTMENT RELATED: NO; ADDRESS: FOUNTAIN VALLEY, CA 92708; NATURE OF BUSINESS: PURSUE MY HOBBY AS PHOTOGRAPHER; START DATE: 06/2020; POSITION/TITLE/RELATIONSHIP: PHOTOGRAPHER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: SOLE PROPRIETOR HOBBY PHOTOGRAPHER OCCASIONALLY SELLING A PRINT AND/OR BOOK 5. NAME OF OTHER BUSINESS: PARLIAMENT WEALTH MANAGEMENT AND INSURANCE SERVICES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 12/2019; POSITION/TITLE/RELATIONSHIP: PARTNER; APX NUMBER OF HOURS PER WEEK: 30; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISORY, FINANCIAL PLANNING, SECURITIES, AND INSURANCE SOLUTIONS; CLIENT ACQUISITION AND MANAGEMENT; 6. NAME OF OTHER BUSINESS: FAMILY PROMISE ORANGE COUNTY; INVESTMENT RELATED: NO; ADDRESS: 11205 STONECRESS AVE, FOUNTAIN VALLEY, CA, 92708; NATURE OF BUSINESS: BOARD; START DATE: 4/2024; POSITION/TITLE/RELATIONSHIP: ADVISORY COUNCIL COMMITTEE CHAIR; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: NONPROFIT THAT HELPS HOMELESS FAMILIES WITH CASE MANAGEMENT, HOUSING NAVIGATION AND RELATED SERVICES; 7. NAME OF OTHER BUSINESS: KING OF GLORY LUTHERAN CHURCH; INVESTMENT RELATED: NO; ADDRESS: 10280 SLATER AVE, FOUNTAIN VALLEY, CA 92708; NATURE OF BUSINESS: BOARD; START DATE: 2/2025; POSITION/TITLE/RELATIONSHIP: COUNCIL MEMBER AT LARGE; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: SUPPORTING THE CHURCH'S MINISTRY THROUGH CHURCH COUNCIL, ATTEND COUNCIL MEETING, PARTICIPATE IN MINISTRIES, & ASSIST IN MAKING DECISIONS; 8. NAME OF OTHER BUSINESS: WEISHEIT ADVISORY, INC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: CEO/OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: EXPENSE MANAGEMENT & BOOK SALES;

Exams

• S66 Uniform Combined State Law Examination
  2006-04-05

Designations

Other Names

• Bernd Steinebrunner