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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-04-28 |
| SC | RA | APPROVED | 2026-01-30 |
| WV | RA | APPROVED | 2025-02-26 |
| PA | RA | APPROVED | 2024-11-22 |
| NY | RA | APPROVED | 2023-09-05 |
| NE | RA | APPROVED | 2023-02-24 |
| VA | RA | APPROVED | 2022-05-25 |
| TX | RA | APPROVED_RES | 2018-09-14 |
| FL | RA | APPROVED | 2017-09-29 |
| ME | RA | APPROVED | 2017-09-18 |
Branch Locations
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States
871 Hwy 466 Suite 702, Lady Lake, FL 32159 • 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 |
|---|---|---|---|---|
| Newbridge Securities Company | The Villages | FL | 07/2015 | 09/2017 |
| Desjardins Retirement Solutions Llc | Lady Lake | FL | 01/2014 | Present |
| Centaurus Financial Inc. | Anaheim | CA | 09/2017 | Present |
1. DESJARDINS RETIREMENT SOLUTIONS, LLC POSITION: Managing Member NATURE: Desjardins Retirement Solutions, LLC is a DBA used for branding purposes and a Florida licensed insurance agency. INVESTMENT RELATED: No NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 240 START DATE: 01/01/2014 ADDRESS: 363 Fennell Blvd., Lady Lake FL 32159, United States DESCRIPTION: Managing Member of Desjardins Retirement Solutions, LLC. Licensed Florida insurance agent for health insurance, life insurance, long term care insurance, and annuities. 2. CGM Risk Management & Insurance Services, non-investment related, 2300 E. Katella Ave., Suite #200, Anaheim, CA 92806, property and casualty insurance agency, insurance agent, since 9/16/2019, provide auto, homeowners and commercial insurance quotes for existing clients and prospective clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-19 |
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