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3131 Camino Del Rio N. Suite 800, San Diego, CA 92108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-27 |
| CA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Monrovia | CA | 08/2016 | 05/2017 |
| Foresters Financial Services | Monrovia | CA | 05/2017 | 01/2019 |
| Foresters Advisory Services | Monrovia | CA | 07/2018 | 01/2019 |
| Massmutual Life Insurance | Pasadena | CA | 01/2019 | 02/2024 |
| Mml Investors Services, Llc | Pasadena | CA | 02/2019 | 02/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 02/2024 | Present |
| Sovran Advisors Dba Greater Pacific Solutions | Pasadena | CA | 02/2024 | Present |
| A C Mountain Llc | Pasadena | CA | 11/2025 | Present |
| Altum Rise Wealth | Pasadena | CA | 01/2026 | Present |
| Altum Rise Enterprises, Llc | Pasadena | CA | 07/2026 | Present |
1. NAME OF OTHER BUSINESS: SOVRAN ADVISORS DBA GREATER PACIFIC SOLUTIONS 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: INTEGRATIVE WEALTH PARTNERS, PLANNING-INVESTING-INSURANCE SOLUTIONS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 06/2023 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 45 APX NUMBER OF HOURS DURING TRADING HOURS: 45 BRIEF DESCRIPTION OF DUTIES: PROVIDE FEE-BASED FINANCIAL PLANNING AND ADVISORY SERVICES TO CLIENTS; 3. NAME OF OTHER BUSINESS: A C MOUNTAIN LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REAL ESTATE; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 9; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: BUYING/SELLING/RENTING REAL ESTATE; 4. NAME OF OTHER BUSINESS: ALTUM RISE WEALTH INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/30/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 55, APX NUMBER OF HOURS DURING TRADING HOURS: 40, BRIEF DESCRIPTION OF DUTIES: WEALTH MANAGEMENT AND FINANCIAL PLANNING 5. NAME OF OTHER BUSINESS: ALTUM RISE ENTERPRISES, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: LLC FOR BUSINESS OPERATIONS START DATE: 7/2026 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 45 APX NUMBER OF HOURS DURING TRADING HOURS: 25 BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR DAY TO DAY OPERATIONS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-13 |
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