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Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-05 |
Branch Locations
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States
299 Webster Street, Monterey, CA 93940 • 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 |
|---|---|---|---|---|
| Centaurus Financial Inc | Anaheim | CA | 03/2013 | 11/2021 |
| Thepartners Wealth Management Dba Central Coast Financial Manage | Carmel By The Sea | CA | 11/2021 | Present |
(1) CENTRAL COAST FINANCIAL MANAGEMENT, INC. [PRESIDENT] (INVESTMENT RELATED), 299 WEBSTER STREET, MONTEREY, CA 93940. BUSINESS ENTITIS OUR DBA FOR BRANDING AND BUSINESS OPERATIONAL PURPOSES. ADMINISTRATIVE ASSISTANT/OFFICE MANAGER, SINCE 7/1/2012; PRESIDENT, SINC3/14/2016. (2) HIGHLAND CAPITAL BROKERAGE [AGENT] (INVESTMENT RELATED) 3535 GRANDVIEW PARKWAY STE. # 600 BIRMINGHAM, AL 35243. AGENCYSERVES AS OUR BROKERAGE COMPANY FOR THE RESEARCH AND CLIENT INVESTMENT INTO LIFE INSURANCE AND FIXED ANNUITY PRODUCTS.INDEPENDENT AGENT, SINCE 11/15/2021. (3) MONTEREY DENTAL CONTOURS, RICHARD E. KENT DENTAL GROUP, INC. (TREASURER) [NON-INVESTMENTRELATED]. 2100 GARDEN ROAD BLDG K MONTEREY, CA 93940; FAMILY OWNED GENERAL DENTISTRY PRACTICE SINCE 3/1/2016. I SERVE AS THETREASURER AND BOOKKEEPER FOR THE CORPORATION AND ASSIST WITH BUSINESS PLANNING AND FINANCIAL BOOKKEEPING FOR MY FAMILY'SBUSINESS (DEVOTED TIME IS 15 HOURS PER MONTH)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-27 |
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