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4821 E 2Nd Street, Long Beach, CA 90803 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-12-15 |
| TX | RA | APPROVED | 2023-12-15 |
Branch Locations
4821 E 2Nd Street, Long Beach, CA 90803 • United States
Prosper, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 12/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 12/2023 |
| Clg Llc Dba Clg Wealth Management | Long Beach | CA | 12/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2024 | Present |
CLG LLC dba CLG Wealth Management. Investment Related. At the registered location. RIA. Investment Advisor Representative. 11/2023. 40. 32.5. Financial and asset Management. Fixed insurance. Investment related. At the registered location, Fixed insurance. Agent. 10/2023. 2. 2. Provide insurance advice to base on the needs of client(s). PKSF. Investment related. At the registered location. Fixed Insurance. Independent Insurance Agent / Agency.10/2023. 2. 2. Provide insurance advice to based on the needs of client(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-26 |
| S65 | Uniform Investment Adviser Law Examination | 1998-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-25 |
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