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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-01 |
Branch Locations
888 Bestgate Road Suite #408, Annapolis, MD 21401 • United States
540 Fort Evans Road, Ne Suite #200, Leesburg, VA 20176 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield | IA | 07/2016 | 02/2023 |
| Cambridge Investment Research Inc. | Fairfield | IA | 10/2020 | 02/2023 |
| Towson University - Honors College | Towson | MD | 08/2017 | 12/2017 |
| Towson University - Honors College | Towson | MD | 08/2018 | 05/2019 |
| Wms Partners | Towson | MD | 08/2019 | 12/2019 |
| Cambridge Investment Research - Christopher Gordon | Annapolis | MD | 12/2017 | 02/2018 |
| Unemployed - International Studies Abroad | Shanghai | 02/2018 | 06/2018 | |
| Cambridge Investment Research - Christopher Gordon | Annapolis | MD | 06/2018 | 08/2018 |
| Cambridge Investment Research - Christopher Gordon | Annapolis | MD | 12/2016 | 01/2017 |
| Cambridge Investment Research - Christopher Gordon | Annapolis | MD | 05/2017 | 08/2017 |
| Cambridge Investment Research - Christopher Gordon | Annapolis | MD | 12/2019 | 02/2023 |
| Cambridge Investment Research Advisors Inc. | Fairfield | IA | 02/2021 | 02/2023 |
| Centaurus Financial Inc. | Anaheim | CA | 02/2023 | Present |
1. MILESTONES FINANCIAL SERVICES POSITION: Employee - Wealth Advisor NATURE: Marketing and branding INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/07/2023 ADDRESS: 888 Bestgate Road, Suite 408, Annapolis MD 21401, United States DESCRIPTION: DBA 2. CHRISTOPHER GORDON WEALTH MANAGMENT POSITION: Employee - Wealth Advisor NATURE: The LLC for the company INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 06/20/2016 ADDRESS: 888 Bestgate Road, suite 408, Annapolis MD 21401, United States DESCRIPTION: Financial Planning, meeting and presenting to clients. Addressing clients questions and requests. INDEPENDENT INSURANCE AGENT POSITION: Agent NATURE: insurance and annuity business INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/16/2020 ADDRESS: 888 Bestgate Road, Suite 408, Annapolis MD 21401, United States DESCRIPTION: term insurance/whole and universal life insurance/variable annuity and insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-05 |
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