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4821 E 2Nd Street, Long Beach, CA 90803 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-26 |
Branch Locations
21250 Hawthorne Blvd. Ste 560, Torrance, CA 90503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Cartwright Agency - Independent Pla | Torrance | CA | 01/1974 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 12/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 12/2023 |
| Clg, Llc Dba Moran, Heising & Mcelravey | Long Beach | CA | 09/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2024 | Present |
1) CLG, LLC dba Moran, Heising & McElravey, LLC. Investment Related. At Registered Location. RIA. Financial Advisor. Start Date: 01/02/2024. 32 hrs/ month; all during trading hours. Provide advice to clients. 2) Fixed Insurance. Investment Related. At Registered Location. Fixed / Traditional Insurance. Agent. Start Date: 01/02/2024. 2 hrs/ month; all during trading hours. Sales of fixed / traditional insurance products. 3) PKSF. Investment Related. At Registered Location. Fixed / Traditional Insurance. Agent. Start Date: 01/02/2024. 2 hrs/ month; all during trading hours. Sales of fixed / traditional insurance products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-08-22 |
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