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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-02-22 |
| TX | RA | APPROVED | 2024-02-22 |
Branch Locations
3131 Camino Del Rio North Suite 1350, San Diego, CA 92108 • United States
3131 Camino Del Rio N. Suite 800, San Diego, CA 92108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-02-22 |
Branch Locations
3131 Camino Del Rio N. Suite 800, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Secuirites Inc | San Diego | CA | 09/2001 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Los Angeles | CA | 07/2016 | 02/2024 |
| Mml Investors Services, Llc | San Diego | CA | 03/2017 | 02/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 02/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2024 | Present |
| Sovran Advisors Llc - Crd 329415 | San Diego | CA | 02/2024 | Present |
| Dwellings Llc | San Diego | CA | 05/2017 | Present |
| Jd Community Homes, Llc | San Diego | CA | 01/2021 | Present |
| Greater Pacific Solutions | San Diego | CA | 06/2016 | Present |
| Sovran Partners | San Diego | CA | 03/2024 | Present |
| Sovran Usa | San Diego | CA | 02/2024 | Present |
| Sovran Insurance Services | San Diego | CA | 02/2025 | Present |
1. NAME OF OTHER BUSINESS: SOVRAN ADVISORS LLC DBA SOVRAN PARTNERS - CRD 329415; INV REL: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM; POSITION: OWNER/INVESTMENT ADVISOR REPRESENTATIVE; DATE: 02/2024; APX # OF HRS PER WEEK: 40; APX # OF HRS DURING TRADING HOURS: 30; DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INV REL: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE DATE: 2/1986 APX # OF HRS PER WEEK: 10 APX # OF HRS DURING TRADING HOURS: 2 POSITION: INSURANCE AGENT DUTIES: SALES OF LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE; 3. NAME OF OTHER BUSINESS: VIP REEVES CONDOMINIUM OWNERS ASSOCIATION INV REL: NO ADDRESS: 235 S REEVES DRIVE, BEVERLY HILLS, CA 90212 NATURE OF BUSINESS: BOARD FIDUCIARY POSITION DATE: 1/2016 POSITION: ELECTED BOARD MEMBER APX # OF HRS PER WEEK: .25 APX # OF HRS DURING TRADING HOURS: 0 DUTIES: SUPERVISION AND ADVISORY; 4. NAME OF OTHER BUSINESS: DWELLINGS LLC INV REL: NO ADDRESS: 3131 CAMINO DEL RIO NORTH, SUITE 1000, SAN DIEGO, CA 92108 NATURE OF BUSINESS: REAL ESTATE DATE: 5/2017 POSITION: OWNER/MANAGING MEMBER APX # OF HRS PER WEEK: 1 APX # OF HRS DURING TRADING HOURS: .25 DUTIES: OVERSEE THE PURCHASE/SALE, FINANCIAL, AND OPERATIONAL FUNCTIONS OF RESIDENTIAL RENTAL REAL ESTATE DWELLING UNITS. I AM NOT A REAL ESTATE AGENT OR BROKER. ALL PROPERTIES ARE OWNED BY DWELLINGS OR ITS MAJORITY OWNED SUBSIDIARY JD COMMUNITY HOMES; 5. NAME OF OTHER BUSINESS: JD COMMUNITY HOMES, LLC INV REL: NO ADDRESS: 3131 CAMINO DEL RIO NORTH, SUITE 100, SAN DIEGO, CA 92108 NATURE OF BUSINESS: REAL ESTATE DATE: 1/2021 POSITION: MANAGING MEMBER APX # OF HRS PER WEEK: 1 APX # OF HRS DURING TRADING HOURS: 0 DUTIES: REVIEW OF POTENTIAL TENANTS, OVERSIGHT OF RENTAL OPERATIONS; 6. NAME OF OTHER BUSINESS: GREATER PACIFIC SOLUTIONS INV REL: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: PROVIDE PRACTICE MANAGEMENT SERVICES TO FINANCIAL PROFESSIONALS INCLUDING FACILITIES, CLERICAL, INFRASTRUCTURE, MARKETING, ACQUISITION AND SUCCESSION SUPPORT DATE: 6/2016 POSITION: PRESIDENT/CEO APX # OF HRSS PER WEEK: 20 APX # OF HRS DURING TRADING HOURS: 10 DUTIES: OVERSEE AND DIRECT PRACTICE MANAGEMENT SERVICES FOR FINANCIAL PROFESSIONALS INCLUDING FACILITIES, CLERICAL, INFRASTRUCTURE, MARKETING, ACQUISITION AND SUCCESSION SUPPORT; 7. NAME OF OTHER BUSINESS: SOVRAN PARTNERS; INV REL: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; DATE: 03/2024; POSITION: MANAGING PARTNER; APX # OF HRS PER WEEK: 40; APX # OF HRS DURING TRADING HOURS: 20; DUTIES: DBA FOR FINANCIAL SERVICES; 8. NAME OF OTHER BUSINESS: GREATER PACIFIC INSURANCE SERVICES; INV REL: NO; SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE SERVICES; DATE: 11/2020; POSITION: PRESIDENT; APX # OF HRS PER WEEK: 0; APX # OF HRS DURING TRADING HOURS: 0; DUTIES: DBA FOR INSURANCE SERVICES; 9. NAME OF OTHER BUSINESS: SOVRAN INSURANCE SERVICES; INV REL: NO; SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE SERVICES; DATE: 02/2024; POSITION: CEO; APX # OF HRS PER WEEK: 2; APX # OF HRS DURING TRADING HOURS: 1; DUTIES: EXECUTIVE DECISION MAKING REGARDING VENDOR SELECTION, COMPENSATION-PRICING, MERCHANDISING, AND BUSINESS DEVELOPMENT 10. NAME OF OTHER BUSINESS: SOVRAN USA; INV REL: YES; SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: HOLD CO ; DATE: 02/2024; POSITION: CEO; APX # OF HRSPER WEEK: 5; APX # OF HRS DURING TRADING HOURS: 1; DUTIES: HOLDING COMPANY, BUSINESS OBJECTIVES, STRATEGY, FINANCIAL MANAGEMENT; 11. NAME OF OTHER BUSINESS: SOVRAN BUSINESS SERVICES; INV REL: NO; SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXP MGMT; DATE: 02/2024; POSITION: CEO; APX # OF HRS PER WEEK: 2; APX # OF HRS DURING TRADING HOURS: 0; DUTIES: PROVIDE BUSINESS PLANNING, STRATEGY, BOOKKEEPING, TAX SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-02 |
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