John B Balmer

Current Employers

Employment History

• 07/2016 → 09/2019
  Centaurus Financial Inc.
  Anaheim, CA
• 09/2019 → Present
  Dst Wealth Management Llc
  Irvine, CA
• 08/2014 → Present
  Clearsight Wealth Management, Inc.
  Irvine, CA
• 02/2020 → 05/2023
  Benchmark Investments, Inc
  Stockbridge, GA
• 05/2023 → Present
  Kingswood Capital Partners, Llc
  Irvine, CA

Previous Registrations

• 2016-07-21 → 2019-09-23
  Centaurus Financial, Inc.
  Irvine, CA
  Irvine, CA
  Indian Wells, CA
  Anaheim, CA
• 2015-02-20 → 2016-09-15
  Anfield Advisors, Llc
  Newport Beach, CA
• 2013-10-11 → 2016-08-15
  Girard Securities, Inc.
  Irvine, CA
• 2011-09-13 → 2013-11-05
  Lpl Financial Llc
  Huntington Beach, CA
  Fresno, CA
  Carlsbad, CA
• 2008-06-05 → 2009-01-05
  Advanced Equities, Inc.
  San Francisco, CA
• 2007-07-06 → 2008-06-03
  Peak Securities Corporation
  Pasadena, CA
  Largo, FL
• 2003-09-05 → 2004-07-06
  Citigroup Global Markets Inc.
  Los Angeles, CA

Other Businesses

1. DBA Only: Clearsight Wealth Management, Inc., Non Investment Related, DBA, 13844 Alton Parkway Suite 134 Irvine, CA 92618, Owner, Start Date - 08/01/2014, Duties: Tax and Accounting Purposes. 2. Sales and Marketing of Non Variable Insurance, Non Investment Related, 13844 Alton Parkway Suite 134 Irvine, CA 92618, Agent, Start Date 1999. 4 hours per month, 0 hours per month trading 3. Estate Planning Team, Non Investment Related, 45110 Club Drive, Indian Wells, CA 92210, Marketing of Deferred Sales Trust, Advisor, Start Date 08/01/2016 5 hours per month, Duties: Prospecting for Estate and Tax Planning Clients. 4. DST Wealth Management LLC - Yes - 45110 Club Drive Indian Wells, CA 92210 - RIA - IAR - 10/2019 - 40hrs/mo - 8hrs/mo during trading hrs - Investment Advisory Business 5) Clearsight Wealth Management Inc.,Is Not Investment Related,"13844 Alton Parkway, Suite 134, Irvine, CA, 92618, United States",DBA,Owner,8/1/2014,2 hours per month,0 hours per month during trading hours,No Compensation Compensation,Tax and Accounting Purposes.

Exams

• S66 Uniform Combined State Law Examination
  2002-09-24