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Current Employers
Sovran Advisors, Llc

3131 Camino Del Rio N. Suite 800, San Diego, CA 92108 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-02-23
  • CA RA
    APPROVED
    Since 2024-02-23

Branch Locations

3131 Camino Del Rio N. Suite 800, San Diego, CA 92108 • United States

3200 Park Center Dr. Suite 1240, Costa Mesa, CA 92626 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brea CA 03/2014 01/2023
Fidelity Personal And Workplace Advisors Brea CA 07/2018 01/2023
Massmutual Life Insurance Company Costa Mesa CA 03/2023 02/2024
Mml Investors Services, Llc Costa Mesa CA 03/2023 02/2024
Sovran Advisors Llc - Crd 329415 Costa Mesa CA 02/2024 Present
Cetera Wealth Services, Llc El Segundo CA 02/2024 Present
  • 03/2014 → 01/2023
    Fidelity
    Brea, CA
  • 07/2018 → 01/2023
    Fidelity Personal And Workplace Advisors
    Brea, CA
  • 03/2023 → 02/2024
    Massmutual Life Insurance Company
    Costa Mesa, CA
  • 03/2023 → 02/2024
    Costa Mesa, CA
  • 02/2024 → Present
    Sovran Advisors Llc - Crd 329415
    Costa Mesa, CA
  • 02/2024 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
Previous Registrations
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: 12/2017; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; 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: 03/2024; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: 3(38) SERVICES, FINANCIAL PLANNING AND ASSET MANAGEMENT; 3. NAME OF OTHER BUSINESS: ECLIPSE FINANCIAL ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 02/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: DAY TO DAY OPERATIONS 4. NAME OF OTHER BUSINESS: IMPACT NETWORK GROUP; INVESTMENT RELATED: NO; ADDRESS: 184 TECHNOLOGY DR, SUITE 200, IRVINE, CA 92618; NATURE OF BUSINESS: BOARD; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: STRATEGY AND OPERATIONS APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: SUPPORTS THE STRATEGIC DIRECTION AND DAY-TO-DAY OPERATIONS OF THE ORGANIZATION;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-08-28
S63 Uniform Securities Agent State Law Examination 2014-04-21
  • S66 Uniform Combined State Law Examination
    2015-08-28
  • S63 Uniform Securities Agent State Law Examination
    2014-04-21
Other Names
  • Ashten Rosalyn Taysom

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