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260 Newport Center Dr Ste 100, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-03 |
Branch Locations
260 Newport Center Dr Ste 100, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H. Beck, Inc. | Rockville | MD | 11/2011 | 12/2016 |
| Crown Capital Securities, Lp | Orange | CA | 01/2017 | 04/2017 |
| Lifetime Financial Inc | Newport Beach | CA | 04/2017 | Present |
| Candiotty Financial Group, Inc. Dba Candiotty Insurance Services | Los Alamitos | CA | 05/2012 | Present |
Candiotty Financial Group DBA Candiotty Insurance Services; Licensed insurance agent; Location of the business: 5122 Katella Ave Ste 205 Los Alamitos CA 90720 USA; Position Title: Owner/Insurance Sales; Start date with business: 2012-05-01; Hours per month devoted to business during trading hours: 20; Hours per month devoted to business outside trading hours: 10.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-30 |
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