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

1253 University Ave #1002, San Diego, CA 92103 • 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
Foresters Financial Services San Diego CA 01/2015 01/2019
Foresters Advisory Services San Diego CA 08/2017 01/2019
Securian Financial Services Inc St Paul MN 01/2019 08/2022
Cri Securities Inc St Paul MN 01/2019 10/2021
Minnesota Life Insurance Co St Paul MN 01/2019 08/2022
North Star Financial San Diego CA 01/2019 08/2022
Massmutual Life Insurance Company San Diego CA 08/2022 02/2024
Mml Investors Services, Llc San Diego CA 08/2022 02/2024
Sovran Advisors Llc - Crd 329415 San Diego CA 02/2024 Present
Dova San Diego CA 01/2022 Present
Financial Haus San Diego CA 01/2021 Present
Cetera Wealth Services, Llc El Segundo CA 02/2024 Present
  • 01/2015 → 01/2019
    Foresters Financial Services
    San Diego, CA
  • 08/2017 → 01/2019
    Foresters Advisory Services
    San Diego, CA
  • 01/2019 → 08/2022
    Securian Financial Services Inc
    St Paul, MN
  • 01/2019 → 10/2021
    Cri Securities Inc
    St Paul, MN
  • 01/2019 → 08/2022
    Minnesota Life Insurance Co
    St Paul, MN
  • 01/2019 → 08/2022
    North Star Financial
    San Diego, CA
  • 08/2022 → 02/2024
    Massmutual Life Insurance Company
    San Diego, CA
  • 08/2022 → 02/2024
    San Diego, CA
  • 02/2024 → Present
    Sovran Advisors Llc - Crd 329415
    San Diego, CA
  • 01/2022 → Present
    Dova
    San Diego, CA
  • 01/2021 → Present
    Financial Haus
    San Diego, CA
  • 02/2024 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
Previous Registrations
  • 2022-08-11 → 2024-03-05
    San Diego, CA
    San Diego, CA
  • 2019-01-28 → 2022-08-09
    Securian Financial Services, Inc.
    San Diego, CA
    San Diego, CA
  • 2019-01-28 → 2021-10-25
    Cri Securities, Llc
    San Diego, CA
    San Diego, CA
  • 2017-09-08 → 2019-01-22
    Foresters Advisory Services, Llc
    San Diego, 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: AIRBNB INVESTMENT RELATED: NO ADDRESS: 3719 BILLMAN STREET, SAN DIEGO, CA 92115 NATURE OF BUSINESS: RENTAL START DATE: 7/2022 POSITION/TITLE/RELATIONSHIP: PROPERTY OWNER APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: MANAGE AIRBNB PROPERTY, COMMUNICATE WITH GUESTS, MAINTAIN HOME UPKEEP AND GUESTS BASIC NEEDS, MANAGE CLEANERS; 3. NAME OF OTHER BUSINESS: DOVA INVESTMENT RELATED: NO ADDRESS: 3838 1ST AVE APT 7, SAN DIEGO, CA 92103 NATURE OF BUSINESS: THE PURPOSE IS TO CREATE MUSIC AND DJ EVENTS START DATE: 1/2022 POSITION/TITLE/RELATIONSHIP: DOVA APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: CREATING PLAYLISTS, MUSIC, PERFORMING AT EVENTS; 4. NAME OF OTHER BUSINESS: FINANCIAL HAUS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: REPRESENT OURSELVES AS FINANCIAL ADVISORS UNDER THE FINANCIAL HAUS BRAND START DATE: 1/2021 POSITION/TITLE/RELATIONSHIP: INDEPENDENT CONTRACTOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: SENIOR FINANCIAL PLANNER;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-22
S63 Uniform Securities Agent State Law Examination 2014-10-14
  • S65 Uniform Investment Adviser Law Examination
    2017-08-22
  • S63 Uniform Securities Agent State Law Examination
    2014-10-14
Designations
Other Names
  • Erica Cordova
  • Erica Nicole Cordova

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