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3131 Camino Del Rio N. Suite 800, San Diego, CA 92108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-25 |
Branch Locations
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 |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Pasadena | CA | 06/2017 | 02/2024 |
| Mml Investors Services Llc | Pasadena | CA | 06/2017 | 02/2024 |
| Unemployed | Burbank | CA | 01/2012 | 06/2017 |
| Cetera Advisor Networks | El Segundo | CA | 02/2024 | 08/2024 |
| Integrative Wealth Partners | Pasadena | CA | 03/2024 | Present |
| Religious Order Of Jehovah's Witnesses | Patterson | NY | 09/2024 | 05/2025 |
| Cetera Advisor Networks Llc | El Segundo | CA | 06/2025 | Present |
| Sovran Advisors, Llc | Pasadena | CA | 03/2026 | Present |
1. NAME OF OTHER BUSINESS: INTEGRATIVE WEALTH PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES START DATE: 03/2024 POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 35 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: CLIENT MEETINGS, WEBSITE SUPPORT, RESEARCH AND ANALYSIS. 2. NAME OF OTHER BUSINESS: SOVRAN ADVISORS ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 3/25/2026 ; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL ; APX NUMBER OF HOURS PER WEEK: 35 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-09 |
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