Best Investors Account Sign in
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

150 S Los Robles Ave Suite 750, Pasadena, CA 91101 • 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
Mml Investors Services, Llc Pasadena CA 03/2017 02/2024
Msi Financial Services San Jose CA 07/2016 03/2017
Massachusetts Mutual Life Insurance Company Pasadena CA 07/2016 02/2024
Sovran Advisors Llc - Crd 329415 Pasadena CA 02/2024 Present
Greater Pacific Solutions Pasadena CA 02/2024 03/2025
Cetera Wealth Services, Llc El Segundo CA 02/2024 Present
Pinder & Neimeyer Financial La Mesa CA 08/2024 Present
  • 03/2017 → 02/2024
    Pasadena, CA
  • 07/2016 → 03/2017
    Msi Financial Services
    San Jose, CA
  • 07/2016 → 02/2024
    Massachusetts Mutual Life Insurance Company
    Pasadena, CA
  • 02/2024 → Present
    Sovran Advisors Llc - Crd 329415
    Pasadena, CA
  • 02/2024 → 03/2025
    Greater Pacific Solutions
    Pasadena, CA
  • 02/2024 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 08/2024 → Present
    Pinder & Neimeyer Financial
    La Mesa, CA
Previous Registrations
  • 2017-03-25 → 2024-03-05
    San Jose, CA
    Pasadena, CA
  • 2014-12-19 → 2017-03-25
    Msi Financial Services, Inc.
    San Jose, CA
Other Businesses

1. 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: FINANCIAL PLANNING AND ASSET MANAGEMENT 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 8/2014 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 LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE 3. NAME OF OTHER BUSINESS: SHANNON NEIMEYER INVESTMENT RELATED: NO ADDRESS: 741 N. AVON STREET, BURBANK CA 91505 NATURE OF BUSINESS: MORTGAGE SERVICES START DATE: 12/2023 POSITION/TITLE/RELATIONSHIP: MORTGAGE SERVICES APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: HOLD A MORTGAGE LICENSE NOT AFFILIATED WITH A BROKER; 4. NAME OF OTHER BUSINESS: PINDER & NEIMEYER FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 08/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 6; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-18
  • S66 Uniform Combined State Law Examination
    2014-10-18
Designations
Other Names
  • Shannon Pinder
  • Shannon Rowan Pinder

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in San Diego, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor