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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-12-17 |
| DE | RA | APPROVED | 2021-12-15 |
| NJ | RA | APPROVED | 2021-12-09 |
| PA | RA | APPROVED | 2021-11-10 |
Branch Locations
150 N. Radnor Chester Rd. Suite #F200, Radnor, PA 19087 • United States
540 Fort Evans Road, Ne Suite #200, Leesburg, VA 20176 • United States
150 N. Radnor Chester Road Suite #F200, Radnor, PA 19087 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 12/2006 | 03/2019 |
| Woodbury Financial Services, Inc. | Philadelphia | PA | 03/2019 | 09/2021 |
| Centaurus Financial Inc. | Anaheim | CA | 11/2021 | Present |
1. Joseph M. Cucinotta, non-investment related, Kennett Square, PA 19348, preparation of individual and small business tax returns, proprietor, since 1/1/2019. 2. Insurance Sales, investment related, 150 N. Radnor Chester Rd., Suite #F200, Radnor, PA 19087, fixed insurance and fixed annuity sales, Agent, sale life insurance and fixed annuity. 3. Independence Retirement Advisors, non-investment related, 150 N. Radnor Chester Rd.., Suite #F200, Radnor, PA 19087, DBA only for branding purposes. 4. RETIREMENT REDZONE WEALTH MANAGEMENT, LLC POSITION: CEO NATURE: This is the formal name of our DBA, Independence Retirement Advisors INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/18/2018 ADDRESS: 601 Lee Dr, Broomall PA 19008, United States, DESCRIPTION: This is the formal entity name of Independence Retirement Advisors(IRA). IRA is a fictitious name
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-12 |
| S65 | Uniform Investment Adviser Law Examination | 2001-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-13 |
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