Sorrento Pacific Financial LLC
Legal Name: SORRENTO PACIFIC FINANCIAL, LLC
Full Contact Details
Sorrento Pacific Financial LLC
10150 MEANLEY DRIVE, 1ST FLOOR, SAN DIEGO, CA
858-805-7900
858-530-2875
Other Info
Sorrento Pacific Financial LLC, a legally recognized CA Limited Liability Company, employs a total of 104 individuals, including 22 advisors, and serves 165 clients. It has maintained its SEC status as Approved since Jul 15, 2009.
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Homepage | ISB Investment Services
*Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer (Member FINRA / SIPC) and
Homepage | The Peoples Bank of Ripley
*Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer (Member FINRA / SIPC) and
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Bank of Oak Ridge Wealth Management
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Homepage | Thumb Bank and Trust
*Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer (Member FINRA / SIPC) and
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Homepage | Community Bank Wealth Management
skip to Main Content Check the background of this financial institution on FINRA's BrokerCheck. Home Financial Goals Getting Started Financial Planning Life Insurance Rollovers/Consolidating Accounts Nearing Retirement Estate Planning Income in Retirement Saving for College Resources Articles Financ…
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Direct Owners
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AMELIA HARDWICK BEATTIE
COO owns less than 5%
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AWS 3, INC
SOLE OWNER owns 75% or more
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DANIEL JOSEPH KILROY
FINOP owns less than 5%
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RICHARD STEWART DAHL
CHIEF COMPLIANCE OFFICER; ROSFP owns less than 5%
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RICHARD TRANG
ROSFP owns less than 5%
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VALORIE ANNE SEYFERT
PRESIDENT, CLO, CFO, CEO owns less than 5%
Indirect Owners
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AMELIA HARDWICK BEATTIE
TRUSTEE
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ATRIA WEALTH SOLUTIONS HOLDINGS, LLC
HOLDING COMPANY owns 75% or more
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ATRIA WEALTH SOLUTIONS, INC
HOLDING COMPANY owns 75% or more
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BBB FAMILY TRUST
SHAREHOLDER
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CJT FAMILY TRUST
SHAREHOLDER
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DOUGLAS JOHN KETTERER
SHAREHOLDER
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GEORGE TAYLOR BEATTIE
TRUSTEE
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KEVIN LAWRENCE BEARD
MEMBER
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LEE EQUITY PARTNERS FUND II(A), L.P.
MEMBER owns more than 25% but less than 50%
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LEP ATRIA HOLDINGS, LLC
HOLDING COMPANY owns more than 25% but less than 50%
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TRIPLE BLACK DIAMOND, LLC
SHAREHOLDER
-
VALORIE ANNE SEYFERT
TRUSTEE