Eugene William Stoeckly

Current Employers

Employment History

• 03/2007 → 11/2021
  Ubs Financial Services Inc
  Pasadena, CA
• 11/2021 → Present
  Laurel Wealth Advisors, Inc.
  Solana Beach, CA
• 11/2021 → Present
  Crown Bay Wealth
  Newport Beach, CA
• 02/2023 → Present
  Integrated Wealth Concepts, Llc
  Waltham, MA

Previous Registrations

• 2022-01-05 → 2023-03-31
  Laurel Wealth Advisors, Inc.
  Solana Beach, CA
  Newport Beach, CA
• 2007-03-02 → 2021-12-16
  Ubs Financial Services Inc.
  Pasadena, CA
  La Canada, CA
• 1997-07-08 → 2007-03-05
  Morgan Stanley Dw Inc.
  Pasadena, CA
  Pasadena, CA

Other Businesses

1. Name of outside business or organization: Crown Bay Wealth Address: 610 Newport Center Drive, Suite 410, Newport Beach, CA, 92660 Title: Founding Principal Description of business or organization: Financial services firm Description of duties or responsibilities: Financial services sales and services/management Start date: 11/2022 Hours devoted to OBA monthly: 160 during trading hrs. / 0 during non-trading hrs. 2. Name of outside business or organization: Stoeckly Family Foundation Address: 5168 Vista Miguel, La Cañada Flintridge, CA 91011 Title: President Description of business or organization: Manage foundation assets Description of duties or responsibilities: Manage assets and distribute grants Start date: 12/1999 Hours devoted to OBA monthly: 1 during trading hrs. / 1 during non-trading hrs. 3. Name of outside business or organization: Stoeckly Family Partnership Address: 5168 Vista Miguel, La Cañada Flintridge, CA 91011 Title: General Partner Description of business or organization: Owns raw land in Antelope Valley- Los Angeles County Description of duties or responsibilities: Managing the assets of the Stoeckly family partnership interest Start date: 12/1999 Hours devoted to OBA monthly: 3 during trading hrs. / 2 during non-trading hrs. Name of outside business or organization: Ramshorn Condo Association Address: 416 Vail Valley Drive, Vail, CO 81657 Title: Director Description of business or organization: Non-profit homeowners association Description of duties or responsibilities: Oversee the operation of the condo complex Start date: 01/2008 Hours devoted to OBA monthly: 1 during trading hrs. / 3 during non-trading hrs. 4. Insurance Agent: Eugene William Stoeckly has been licensed in California as an insurance agent soliciting, offering, and selling fixed life and long-term care insurance products since 1988 (CA Insurance License #0A25226). He will receive separate, yet customary, commission compensation resulting from the purchase and sales of these investment-related products from the firms with whom he is appointed and with whom he may become appointed in the future. He will also receive other compensation, including bonuses and trail commissions from the products. Mr. Stoeckly spends less than 1 hour a month on this activity, generally outside trading hours. Clients are in no way required to utilize the services of any Advisor Representative of Laurel Wealth regarding such individual's activities outside of the firm. 5. 02/01/2023 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: CROWN BAY WEALTH - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 02/01/2023 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-10-13

Other Names

• Gene Stoeckly