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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-27 |
| MS | RA | APPROVED | 2025-02-28 |
| AZ | RA | APPROVED | 2024-02-06 |
| CA | RA | APPROVED | 2023-06-29 |
Branch Locations
3635 Webster Street, San Francisco, CA 94123 • United States
Ocean Springs, MS • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | San Francisco | CA | 02/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 11/2016 | 03/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2021 | Present |
| Stella Wealth Advisors Llc | San Francisco | CA | 04/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| A-Bearie Llc | Ocean Springs | MS | 12/2024 | Present |
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: 4/2021 APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 4 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELL LIFE, ANNUITIES, AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: STELLA WEALTH ADVISORS, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: WEALTH MANAGEMENT START DATE: 4/2021 POSITION/TITLE/RELATIONSHIP: FOUNDER/SENIOR INVESTMENT ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FOUNDER/SENIOR INVESTMENT ADVISOR; 3. NAME OF OTHER BUSINESS: MORE FABRICATIONS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SALES CONSULTING; START DATE: 07/2024; POSITION/TITLE/RELATIONSHIP: CONSULTANT; APX NUMBER OF HOURS PER WEEK: 30; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: CONSULT ON SALES ACTIVITIES WITH THE EXECUTIVE LEADERSHIP TEAM; 4. NAME OF OTHER BUSINESS: A-BEARIE LLC, INVESTMENT RELATED: NO, ADDRESS: 1112 LAFONTAINE AVE, OCEAN SPRINGS, MS 39564, NATURE OF BUSINESS: REAL ESTATE, START DATE:12/2024, POSITION/TITLE/RELATIONSHIP: MANAGING PARTNER, APX NUMBER OF HOURS PER WEEK: 2, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: LLC MANAGING PARTNER AND K1 DISTRIBUTER;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-20 |
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