Bart P Cutino

Current Employers

Employment History

• 07/2013 → 11/2021
  Centaurus Financial, Inc.
  Anaheim, CA
• 11/2021 → Present
  Thepartners Wealth Management Dba Central Coast Financial Manage
  Carmel By The Sea, CA

Previous Registrations

• 2021-11-16 → 2022-12-31
  Thepartners Wealth Management
  Monterey, CA
  Carmel By The Sea, CA
• 2013-07-16 → 2021-11-12
  Centaurus Financial, Inc.
  Monterey, CA
  Monterey, CA
  Upland, CA
• 2008-08-06 → 2013-07-08
  J P Turner & Company Capital Management, Llc
  Monterey, CA

Other Businesses

(1) ESTATE PLANNING TEAM, NON-INVESTMENT RELATED, 45110 CLUB DRIVE, SUITE B, INDIAN WELLS, CA 92110, MARKETING/SOLICITING THE DEFERRED SALES TRUST, MEMBER, SINCE 8/28/2018, DEVOTED TIME IS 8 HOURS A MONTH. (2) SARDINE FACTORY, CONSULTANT/PART OWNER, FAMILY RESTAURANT, 555 AGREGO ST. MONTEREY, CA 93940. NON INVESTMENT RELATED SINCE 2010. SPEND APPROX. 20 HOURS PER MONTH. OVERLOOK STAFF AND VISIT 3-4 NIGHTS WEEKLY, SINCE 1/05/2008 (3) CENTRAL COAST FINANCIAL MANAGEMENT, INC. VICE-PRESIDENT. INVESTMENT RELATED. 299 WEBSTER STREET, MONTEREY, CA 93940. DBA BUSINESS ENTITY FOR BRANDING AND BUSINESS OPERATIONAL PURPOSES. SINCE 3/14/2016. (4) HIGHLAND CAPITAL BROKERAGE. AGENT. INVESTMENT RELATED. 3535 GRANDVIEW PARKWAY STE. # 600 BIRMINGHAM, AL 35243. AGENCY SERVES AS BROKERAGE COMPANY FOR THE RESEARCH AND CLIENT INVESTMENT INTO LIFE INSURANCE AND FIXED ANNUITY PRODUCTS. INDEPENDENT AGENT, SINCE 11/15/2021. (5) CGM RISK MANAGEMENT & INSURANCE SERVICES LLC, P&C INSURANCE REFERRALS; INVESTMENT RELATED; 2300 EAST KATELLA AVE, ANAHEIM CA 92806; SINCE 6/02/2017; 2 HOURS MONTH/0 DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2008-05-13