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William Reimer Lavelle

East West Wealth Advisors LLC

Pasadena, CA

Beverly Hills, CA

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Current Employers
East West Wealth Advisors Llc

135 N. Los Robles Ave. 7Th Floor, Pasadena, CA 91101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-03
  • CA RA
    APPROVED
    Since 2026-08-03

Branch Locations

135 N. Los Robles Ave. 7Th Floor, Pasadena, CA 91101 • United States

9378 Wilshire Blvd Suite 100, Beverly Hills, CA 90212 • 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
City National Rochdale Beverly Hills CA 06/2014 04/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 04/2018 09/2022
Bank Of America, N.A. Los Angeles CA 04/2018 09/2022
Cetera Investment Services Llc St Cloud MN 09/2022 07/2026
Cetera Investment Advisers Llc Pasadena CA 09/2022 07/2026
East West Wealth Advisors Pasadena CA 08/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-28
  • S66 Uniform Combined State Law Examination
    2018-08-28
Designations
Other Names
  • William Lavelle

View on SEC IAPD

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