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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-05-12 |
| MT | RA | APPROVED | 2025-09-30 |
| IL | RA | APPROVED | 2025-05-07 |
| GA | RA | APPROVED | 2025-03-06 |
| NC | RA | APPROVED | 2025-03-05 |
| CT | RA | APPROVED | 2023-10-18 |
| MN | RA | APPROVED | 2023-10-17 |
| MD | RA | APPROVED | 2023-08-08 |
| NE | RA | APPROVED | 2022-11-09 |
| OK | RA | APPROVED | 2022-07-26 |
| KS | RA | APPROVED | 2022-01-12 |
| VA | RA | APPROVED | 2021-10-28 |
| WA | RA | APPROVED | 2021-08-02 |
| OR | RA | APPROVED | 2021-06-08 |
| AZ | RA | APPROVED | 2021-06-04 |
| NV | RA | APPROVED | 2021-02-25 |
| NJ | RA | APPROVED | 2020-06-24 |
| TX | RA | APPROVED_RES | 2019-02-11 |
| FL | RA | APPROVED | 2016-12-06 |
| CO | RA | APPROVED | 2012-08-20 |
| CA | RA | APPROVED | 2011-02-14 |
Branch Locations
8141 E. 2Nd Street Suite #330, Downey, CA 90241 • United States
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States
8141 2Nd Street Suite 305, Downey, CA 90241 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-22 |
Branch Locations
8141 2Nd Street Suite 305, Downey, CA 90241 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Psp Financial | Downey | CA | 01/1994 | Present |
| Centaurus Financial, Inc. | Anaheim | CA | 02/2011 | Present |
| Nest Egg Etfs, Llc Dba Nestyield Etfs | Downey | CA | 10/2024 | Present |
1. RAMOS CONSULTING AND WEALTH MANAGEMENT INC. NON-INVESTMENT RELATED, 8141 2ND ST. #330, DOWNEY, CA. DBA FOR BRANDING PURPOSES, FINANCIAL ADVISOR, SINCE 10/18/2018. 2. RAMOS ECONOMIA OR RAMOS FINANZAS, NON-INVESTMENT RELATED, 8141 E. 2ND STREET, #330, DOWNEY, CA. RADIO OR TV, OWNER, SINCE 5/15/2013, DEVOTED TIME IS 3 HOURS A MONTH, DBA, I USE THIS NAME ON TWITTER AND FACEBOOK. 3. FINANCIAL ADVISORS, LLC, NON-INVESTMENT RELATED, 8141 2ND STREET, SUITE #608, DOWNEY, CA 90241, INSURANCE AGENCY, PARTNER, SINCE 6/1/2016, DEVOTED TIME IS 3 HRS A MONTH, CONSULTING, PARTNER AND MARKETING. 4. ESTATE PLANNING TEAM, NON-INVESTMENT RELATED, 8141 2ND STREET, SUITE #608, DOWNEY, CA 90241, I WILL BE PART OF THE ESTATE PLANNING TEAM SETTING UP DEFERRED SALES TRUSTS, MEMBER, SINCE 3/302016, DEVOTED TIME IS 5 HRS A MONTH, JOINING THE TEAM TO HELP STRUCTURE AND SELL DEFERRED SALES TRUSTS. 5. RAMOS FINANCIAL CONSULTING FIRM INC., NON-INVESTMENT RELATED, 8141 2ND ST., SUITE #608, DOWNEY, CA 90241, BRANDING PURPOSES ONLY, PRESIDENT, SINCE 4/030/2015. 6. AGENT, PSP FINANCIAL GROUP INC., 8141 E. 2ND STREET, #608, DOWNEY, CA 90241. NON-INVESTMENT RELATED SINCE 01/1994 AND I SPEND APPROX. 160 HOURS ON THIS ACTIVITY. FOR BRANDING PRURPOSES ONLY. 7. CGM RISK MANAGEMENT AND INSURANCE SERVICES LLC, NON-INVESTMENT RELATED, 8141 2ND ST., DOWNEY, CA 90241, PROPERTY & CASUALTY INSURANCE, AGENT, SINCE 12/20/2019, DEVOTED TIME IS 5 HOURS A MONTH, PROVIDE PROPERTY AND CASUALTY INSURANCE SERVICES. 8. RAMOS CAPITAL GROUP, ADVISOR, NON-INVESTMENT RELATED, 0 SECURITIES HOURS, 8141 2ND ST. #330, DOWNEY, CA. START DATE: 1/03/23. DBA FOR BRANDING PURPOSES ONLY. 9. NEST EGG ETFS, LLC, SENIOR PORTFOLIO MANAGER, INVESTMENT RELATED. 5 SECURITIES HOURS, START DATE: 9/24/24. 8141 2ND ST. #330, DOWNEY, CA. 10. NESTYIELD ETFS, LLC, MANAGER, NON-INVESTMENT RELATED. 0 SECURITIES HOURS. START DATE: 9/24/2024. 8141 2ND ST. #330, DOWNEY CA. FOR BRANDING PURPOSES ONLY. 11.MANUEL RAMOS - TODO EN FINANZAS, OWNER, NON-INVESTMENT RELATED, 0 SECURITIES HOURS, START DATE: 08/01/2025. 8141 2ND ST. #330 DOWNEY, CA. FOR BRANDING PURPOSES ONLY. 12. DUNHAM TRUST SERVICES, NON-INVESTMENT RELATED, TRUST ADMINISTRATION SERVICES. 200 S. VIRGINIA. ST. #400, RENO NV. I MAY REFER CLIENTS TO DUNHAM TRUST SERVICES AND COORDINATE WITH THIRD-PARTY LEGAL COUNSEL IN CONNECTION WITH ESTATE, TAX OR DEFERRED SALES PLANNING STRATEGIES. I DO NOT RECEIVE COMPENSATION FOR MAKING THE REFERRAL. 13. NEST EGG ETFS, LLC/NESTYIELD ETFS. INVESTMENT RELATED, 3 SECURITIES HOURS, START DATE: 9/24/24. 8141 2ND ST. #305, DOWNEY, CA. PORTFOLIO MANAGER. I AM RESPONSIBLE FOR OVERSEEING THE DESIGN, IMPLEMENTATION, AND MANAGEMENT OF ETF-INVESTMENT STRATEGIES. CLIENTS ARE UNDER NO OBLIGATION TO PURCHASE OR INVEST IN ANY AFFILIATED PRODUCT OR STRATEGY AND ANY SUCH RECOMMENDATION WOULD BE MADE ONLY WHEN APPROPRIATE BASED ON THE CLIENT'S INVESTMENT OBJECTIVES, FINANCIAL CIRCUMSTANCES, RISK TOLERANCE, AND OVERALL PORTFOLIO NEEDS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-05-23 |
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