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Current Employers
Sovran Advisors, Llc

3131 Camino Del Rio N. Suite 800, San Diego, CA 92108 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-02-27
CA RA APPROVED 2024-02-23
  • TX RA
    APPROVED
    Since 2024-02-27
  • 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
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
  • 08/2016 → 05/2017
    Foresters Financial Services
    Monrovia, CA
  • 05/2017 → 01/2019
    Foresters Financial Services
    Monrovia, CA
  • 07/2018 → 01/2019
    Foresters Advisory Services
    Monrovia, CA
  • 01/2019 → 02/2024
    Massmutual Life Insurance
    Pasadena, CA
  • 02/2019 → 02/2024
    Pasadena, CA
  • 02/2024 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 02/2024 → Present
    Sovran Advisors Dba Greater Pacific Solutions
    Pasadena, CA
  • 11/2025 → Present
    A C Mountain Llc
    Pasadena, CA
  • 01/2026 → Present
    Altum Rise Wealth
    Pasadena, CA
  • 07/2026 → Present
    Altum Rise Enterprises, Llc
    Pasadena, CA
Previous Registrations
  • 2019-02-08 → 2024-03-06
    Pasadena, CA
  • 2018-11-08 → 2019-01-11
    Foresters Advisory Services, Llc
    Monrovia, CA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-07-28
S63 Uniform Securities Agent State Law Examination 2016-09-13
  • S65 Uniform Investment Adviser Law Examination
    2018-07-28
  • S63 Uniform Securities Agent State Law Examination
    2016-09-13
Designations
Other Names
  • Pamela Castanon

View on SEC IAPD

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